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 | $27,567 | $51,638-46.6% | $68,368-59.7% | $82,448-66.6% |
| Participation rate | 47.4% | 63.6%-16.2pp | 73.8%-26.3pp | 68.1%-20.6pp |
| Annual return | 14.62% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $860 | $2,047-58.0% | $2,649-67.5% | $2,551-66.3% |
| Participant deferral / active EE | $1,636 | $2,914-43.9% | $4,123-60.3% | $4,139-60.5% |
| Admin fee / account holder | $1,094 | $4,643-76.4% | $5,150-78.8% | $7,234-84.9% |