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 | $30,584 | $58,208-47.5% | $81,812-62.6% | $80,856-62.2% |
| Participation rate | 48.4% | 63.4%-15.1pp | 72.3%-24.0pp | 67.6%-19.3pp |
| Annual return | 11.47% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $646 | $2,340-72.4% | $2,912-77.8% | $2,755-76.6% |
| Participant deferral / active EE | $1,783 | $3,281-45.7% | $4,319-58.7% | $4,296-58.5% |
| Admin fee / account holder | $3,391 | $4,981-31.9% | $7,386-54.1% | $6,918-51.0% |