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 | $41,497 | $63,346-34.5% | $92,233-55.0% | $70,131-40.8% |
| Participation rate | 53.1% | 68.7%-15.6pp | 76.5%-23.4pp | 69.5%-16.5pp |
| Annual return | 16.22% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $967 | $2,471-60.9% | $3,679-73.7% | $2,342-58.7% |
| Participant deferral / active EE | $2,316 | $2,854-18.8% | $3,897-40.6% | $3,332-30.5% |
| Admin fee / account holder | $2,484 | $3,840-35.3% | $5,194-52.2% | $4,645-46.5% |