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 | $32,564 | $76,407-57.4% | $150,298-78.3% | $82,448-60.5% |
| Participation rate | 34.3% | 66.4%-32.1pp | 77.8%-43.5pp | 68.1%-33.8pp |
| Annual return | 16.46% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $875 | $2,614-66.5% | $4,154-78.9% | $2,551-65.7% |
| Participant deferral / active EE | $2,162 | $3,214-32.7% | $5,453-60.3% | $4,139-47.8% |
| Admin fee / account holder | $1,015 | $6,352-84.0% | $14,116-92.8% | $7,234-86.0% |