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 | $51,503 | $54,705-5.9% | $71,209-27.7% | $84,808-39.3% |
| Participation rate | 42.6% | 64.1%-21.5pp | 73.8%-31.2pp | 68.3%-25.8pp |
| Annual return | 15.80% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $993 | $2,158-54.0% | $2,721-63.5% | $2,631-62.3% |
| Participant deferral / active EE | $1,558 | $3,030-48.6% | $4,175-62.7% | $4,212-63.0% |
| Admin fee / account holder | $801 | $4,863-83.5% | $5,349-85.0% | $7,344-89.1% |