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 | $49,194 | $54,705-10.1% | $71,209-30.9% | $84,808-42.0% |
| Participation rate | 60.6% | 64.1%-3.5pp | 73.8%-13.1pp | 68.3%-7.7pp |
| Annual return | 17.42% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $511 | $2,158-76.3% | $2,721-81.2% | $2,631-80.6% |
| Participant deferral / active EE | $1,821 | $3,030-39.9% | $4,175-56.4% | $4,212-56.8% |
| Admin fee / account holder | $2,991 | $4,863-38.5% | $5,349-44.1% | $7,344-59.3% |