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 | $34,206 | $103,376-66.9% | $87,100-60.7% | $152,861-77.6% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.9%-36.9pp | 82.4%-42.4pp |
| Annual return | 23.03% | 28.10%-5.1pp | 28.19%-5.2pp | 345.32%-322.3pp |
| Employer contribution / active EE | $861 | $3,220-73.3% | $2,521-65.8% | $4,762-81.9% |
| Participant deferral / active EE | $2,012 | $4,778-57.9% | $4,049-50.3% | $5,850-65.6% |
| Admin fee / account holder | $979 | $12,205-92.0% | $7,497-86.9% | $11,596-91.6% |