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 | $37,886 | $49,915-24.1% | $154,803-75.5% | $74,304-49.0% |
| Participation rate | 20.5% | 54.0%-33.5pp | 78.1%-57.6pp | 60.3%-39.9pp |
| Annual return | 17.25% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $244 | $1,611-84.9% | $4,305-94.3% | $2,241-89.1% |
| Participant deferral / active EE | $1,201 | $2,255-46.7% | $5,540-78.3% | $3,767-68.1% |
| Admin fee / account holder | $5,068 | $2,189+131.5% | $14,329-64.6% | $2,969+70.7% |