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 | $23,246 | $81,248-71.4% | $155,509-85.1% | $80,856-71.3% |
| Participation rate | 37.1% | 66.2%-29.1pp | 78.2%-41.0pp | 67.6%-30.5pp |
| Annual return | 16.18% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $786 | $3,100-74.6% | $4,672-83.2% | $2,755-71.5% |
| Participant deferral / active EE | $1,705 | $3,452-50.6% | $5,626-69.7% | $4,296-60.3% |
| Admin fee / account holder | $500 | $7,997-93.7% | $15,912-96.9% | $6,918-92.8% |