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 | $124,425-53.8% | $112,040-48.6% | $137,256-58.1% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.5%-30.3pp | 80.0%-33.8pp |
| Annual return | 16.27% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $979 | $3,411-71.3% | $2,954-66.9% | $4,156-76.4% |
| Participant deferral / active EE | $2,537 | $5,718-55.6% | $5,098-50.2% | $6,407-60.4% |
| Admin fee / account holder | $438 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |