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 | $42,938 | $48,795-12.0% | $65,493-34.4% | $84,808-49.4% |
| Participation rate | 37.5% | 67.0%-29.5pp | 73.1%-35.6pp | 68.3%-30.8pp |
| Annual return | 18.03% | 20.20%-2.2pp | 982.45%-964.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $739 | $1,930-61.7% | $2,574-71.3% | $2,631-71.9% |
| Participant deferral / active EE | $2,974 | $2,928+1.6% | $3,961-24.9% | $4,212-29.4% |
| Admin fee / account holder | $1,584 | $3,877-59.1% | $5,028-68.5% | $7,344-78.4% |