See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,792 | $81,632-40.2% | $70,449-30.7% | $158,922-69.3% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 13.62% | 208.40%-194.8pp | 109.03%-95.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $605 | $3,217-81.2% | $2,737-77.9% | $4,761-87.3% |
| Participant deferral / active EE | $2,612 | $4,554-42.6% | $3,709-29.6% | $5,982-56.3% |
| Admin fee / account holder | $5,549 | $6,193-10.4% | $3,845+44.3% | $11,246-50.7% |