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 | $46,028 | $67,984-32.3% | $65,493-29.7% | $74,304-38.1% |
| Participation rate | 46.2% | 66.3%-20.2pp | 73.1%-26.9pp | 60.3%-14.2pp |
| Annual return | 12.58% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $978 | $2,491-60.8% | $2,574-62.0% | $2,241-56.4% |
| Participant deferral / active EE | $2,946 | $3,346-12.0% | $3,961-25.6% | $3,767-21.8% |
| Admin fee / account holder | $1,125 | $1,373-18.1% | $5,028-77.6% | $2,969-62.1% |