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 | $45,009 | $76,407-41.1% | $150,298-70.1% | $82,448-45.4% |
| Participation rate | 39.3% | 66.4%-27.1pp | 77.8%-38.5pp | 68.1%-28.8pp |
| Annual return | 18.18% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $806 | $2,614-69.2% | $4,154-80.6% | $2,551-68.4% |
| Participant deferral / active EE | $1,561 | $3,214-51.5% | $5,453-71.4% | $4,139-62.3% |
| Admin fee / account holder | $1,365 | $6,352-78.5% | $14,116-90.3% | $7,234-81.1% |