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 | $45,304 | $87,733-48.4% | $106,548-57.5% | $85,850-47.2% |
| Participation rate | 58.1% | 71.9%-13.9pp | 76.1%-18.1pp | 69.3%-11.3pp |
| Annual return | 11.59% | 21.86%-10.3pp | 26.80%-15.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $854 | $2,073-58.8% | $2,819-69.7% | $2,565-66.7% |
| Participant deferral / active EE | $4,167 | $3,469+20.1% | $4,398-5.2% | $3,952+5.5% |
| Admin fee / account holder | $659 | $6,767-90.3% | $7,407-91.1% | $6,260-89.5% |