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 | $41,201 | $96,956-57.5% | $70,014-41.2% | $273,961-85.0% |
| Participation rate | 65.0% | 77.1%-12.1pp | 71.8%-6.8pp | 83.0%-18.0pp |
| Annual return | 9.18% | 12.93%-3.8pp | 12.99%-3.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $951 | $3,316-71.3% | $2,338-59.3% | $4,869-80.5% |
| Participant deferral / active EE | $1,588 | $3,744-57.6% | $2,931-45.8% | $5,287-70.0% |
| Admin fee / account holder | $411 | $7,934-94.8% | $4,380-90.6% | $10,132-95.9% |