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 | $57,543 | $127,065-54.7% | $113,168-49.2% | $142,382-59.6% |
| Participation rate | 46.2% | 79.2%-33.1pp | 76.6%-30.4pp | 80.1%-34.0pp |
| Annual return | 16.27% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $979 | $3,442-71.6% | $2,975-67.1% | $4,299-77.2% |
| Participant deferral / active EE | $2,537 | $5,716-55.6% | $5,107-50.3% | $6,507-61.0% |
| Admin fee / account holder | $438 | $15,736-97.2% | $12,068-96.4% | $12,624-96.5% |