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 | $51,344 | $118,919-56.8% | $88,538-42.0% | $152,861-66.4% |
| Participation rate | 36.4% | 73.4%-37.0pp | 68.7%-32.4pp | 82.4%-46.1pp |
| Annual return | 25.23% | 47.92%-22.7pp | 43.64%-18.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $194 | $2,669-92.7% | $2,098-90.7% | $4,762-95.9% |
| Participant deferral / active EE | $1,840 | $3,549-48.1% | $2,914-36.8% | $5,850-68.5% |
| Admin fee / account holder | $4,551 | $5,876-22.6% | $4,310+5.6% | $11,596-60.8% |