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 | $40,608 | $31,310+29.7% | $53,898-24.7% | $74,304-45.3% |
| Participation rate | 46.1% | 30.7%+15.4pp | 55.0%-8.9pp | 60.3%-14.3pp |
| Annual return | 15.08% | 23.16%-8.1pp | 528.60%-513.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,131 | $934+21.1% | $1,826-38.1% | $3,767-70.0% |
| Admin fee / account holder | $1,321 | $2,175-39.3% | $2,491-47.0% | $2,969-55.5% |