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 | $86,956 | $117,983-26.3% | $101,794-14.6% | $142,382-38.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 12.39% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $897 | $2,773-67.6% | $2,289-60.8% | $4,299-79.1% |
| Participant deferral / active EE | $3,308 | $4,714-29.8% | $4,084-19.0% | $6,507-49.2% |
| Admin fee / account holder | $7,956 | $10,433-23.7% | $8,777-9.4% | $12,624-37.0% |