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 | $35,570 | $56,317-36.8% | $71,209-50.0% | $74,304-52.1% |
| Participation rate | 37.4% | 55.1%-17.7pp | 73.8%-36.3pp | 60.3%-22.9pp |
| Annual return | 20.87% | 42.83%-22.0pp | 282.51%-261.6pp | 29.43%-8.6pp |
| Employer contribution / active EE | $733 | $2,160-66.1% | $2,721-73.1% | $2,241-67.3% |
| Participant deferral / active EE | $1,569 | $2,788-43.7% | $4,175-62.4% | $3,767-58.3% |
| Admin fee / account holder | $1,229 | $2,290-46.3% | $5,349-77.0% | $2,969-58.6% |