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 | $70,940 | $100,923-29.7% | $150,045-52.7% | $74,304-4.5% |
| Participation rate | 45.2% | 70.1%-24.9pp | 82.3%-37.1pp | 60.3%-15.1pp |
| Annual return | 16.53% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $759 | $3,463-78.1% | $4,693-83.8% | $2,241-66.1% |
| Participant deferral / active EE | $2,493 | $6,709-62.8% | $7,997-68.8% | $3,767-33.8% |
| Admin fee / account holder | $6,961 | $2,767+151.6% | $13,435-48.2% | $2,969+134.5% |