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 | $43,948 | $77,314-43.2% | $177,989-75.3% | $80,856-45.6% |
| Participation rate | 57.6% | 65.7%-8.1pp | 77.1%-19.5pp | 67.6%-10.0pp |
| Annual return | 14.07% | 18.09%-4.0pp | 294.48%-280.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $945 | $2,292-58.8% | $3,949-76.1% | $2,755-65.7% |
| Participant deferral / active EE | $2,680 | $4,411-39.2% | $6,276-57.3% | $4,296-37.6% |
| Admin fee / account holder | $2,802 | $7,191-61.0% | $10,363-73.0% | $6,918-59.5% |