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 | $53,681 | $79,557-32.5% | $118,746-54.8% | $70,131-23.5% |
| Participation rate | 29.8% | 71.4%-41.5pp | 78.3%-48.4pp | 69.5%-39.7pp |
| Annual return | 24.49% | 25.64%-1.1pp | 24.54%0pp | 73.14%-48.6pp |
| Employer contribution / active EE | $898 | $2,861-68.6% | $4,193-78.6% | $2,342-61.7% |
| Participant deferral / active EE | $1,904 | $4,089-53.4% | $5,332-64.3% | $3,332-42.9% |
| Admin fee / account holder | $1,724 | $5,374-67.9% | $10,720-83.9% | $4,645-62.9% |