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 | $48,367 | $165,912-70.8% | $122,332-60.5% | $147,584-67.2% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 18.15% | 34.55%-16.4pp | 30.27%-12.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $58 | $5,754-99.0% | $4,050-98.6% | $4,876-98.8% |
| Participant deferral / active EE | $4,814 | $4,005+20.2% | $3,287+46.5% | $5,439-11.5% |
| Admin fee / account holder | $1,363 | $7,424-81.6% | $5,478-75.1% | $10,885-87.5% |