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 | $35,569 | $91,552-61.1% | $133,956-73.4% | $79,858-55.5% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.4pp | 69.6%-0.2pp |
| Annual return | 14.01% | 61.85%-47.8pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $597 | $2,384-75.0% | $3,919-84.8% | $2,471-75.9% |
| Participant deferral / active EE | $3,221 | $3,733-13.7% | $5,048-36.2% | $3,740-13.9% |
| Admin fee / account holder | $4,572 | $6,321-27.7% | $8,927-48.8% | $5,306-13.8% |