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 | $48,152 | $85,766-43.9% | $136,294-64.7% | $70,131-31.3% |
| Participation rate | 43.6% | 74.2%-30.5pp | 81.9%-38.3pp | 69.5%-25.9pp |
| Annual return | 14.54% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,342 | $2,966-54.7% | $4,695-71.4% | $2,342-42.7% |
| Participant deferral / active EE | $2,632 | $5,051-47.9% | $6,247-57.9% | $3,332-21.0% |
| Admin fee / account holder | $5,557 | $5,420+2.5% | $9,243-39.9% | $4,645+19.6% |