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 | $47,126 | $100,923-53.3% | $150,045-68.6% | $74,304-36.6% |
| Participation rate | 32.8% | 70.1%-37.2pp | 82.3%-49.5pp | 60.3%-27.5pp |
| Annual return | 15.44% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $857 | $3,463-75.3% | $4,693-81.7% | $2,241-61.8% |
| Participant deferral / active EE | $3,670 | $6,709-45.3% | $7,997-54.1% | $3,767-2.6% |
| Admin fee / account holder | $8,279 | $2,767+199.2% | $13,435-38.4% | $2,969+178.9% |