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 | $48,686 | $70,428-30.9% | $96,562-49.6% | $85,850-43.3% |
| Participation rate | 38.4% | 61.8%-23.4pp | 69.8%-31.5pp | 69.3%-31.0pp |
| Annual return | 12.28% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $401 | $1,413-71.6% | $2,356-83.0% | $2,565-84.4% |
| Participant deferral / active EE | $1,872 | $2,894-35.3% | $3,849-51.4% | $3,952-52.6% |
| Admin fee / account holder | $1,056 | $4,997-78.9% | $6,181-82.9% | $6,260-83.1% |