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 | $49,210 | $124,319-60.4% | $111,297-55.8% | $167,490-70.6% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 16.24% | 37.44%-21.2pp | 54.65%-38.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $978 | $3,435-71.5% | $2,731-64.2% | $4,837-79.8% |
| Participant deferral / active EE | $2,003 | $5,180-61.3% | $4,487-55.4% | $6,341-68.4% |
| Admin fee / account holder | $5,816 | $10,618-45.2% | $7,964-27.0% | $12,309-52.7% |