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 | $24,729 | $24,7300% | $66,042-62.6% | $84,808-70.8% |
| Participation rate | 30.0% | 68.1%-38.1pp | 67.5%-37.5pp | 68.3%-38.3pp |
| Annual return | 25.83% | 79.55%-53.7pp | 52.11%-26.3pp | 40.90%-15.1pp |
| Employer contribution / active EE | $956 | $857+11.6% | $1,579-39.5% | $2,631-63.7% |
| Participant deferral / active EE | $1,854 | $1,737+6.7% | $2,835-34.6% | $4,212-56.0% |
| Admin fee / account holder | $497 | $3,014-83.5% | $5,747-91.4% | $7,344-93.2% |