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 | $26,533 | $48,795-45.6% | $65,493-59.5% | $84,808-68.7% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 19.65% | 20.20%-0.5pp | 982.45%-962.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,133 | $1,930-41.3% | $2,574-56.0% | $2,631-56.9% |
| Participant deferral / active EE | $2,336 | $2,928-20.2% | $3,961-41.0% | $4,212-44.5% |
| Admin fee / account holder | $1,030 | $3,877-73.4% | $5,028-79.5% | $7,344-86.0% |