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 | $50,423 | $58,208-13.4% | $81,812-38.4% | $80,856-37.6% |
| Participation rate | 32.7% | 63.4%-30.8pp | 72.3%-39.7pp | 67.6%-35.0pp |
| Annual return | 11.45% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $694 | $2,340-70.3% | $2,912-76.2% | $2,755-74.8% |
| Participant deferral / active EE | $955 | $3,281-70.9% | $4,319-77.9% | $4,296-77.8% |
| Admin fee / account holder | $1,405 | $4,981-71.8% | $7,386-81.0% | $6,918-79.7% |