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 | $36,011 | $90,503-60.2% | $78,689-54.2% | $273,961-86.9% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 7.60% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $911 | $3,176-71.3% | $2,851-68.0% | $4,869-81.3% |
| Participant deferral / active EE | $1,499 | $3,901-61.6% | $3,517-57.4% | $5,287-71.7% |
| Admin fee / account holder | $3,502 | $5,263-33.5% | $4,510-22.4% | $10,132-65.4% |