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 | $53,405 | $90,503-41.0% | $78,689-32.1% | $273,961-80.5% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 11.98% | 75.60%-63.6pp | 62.18%-50.2pp | 41.45%-29.5pp |
| Employer contribution / active EE | $793 | $3,176-75.0% | $2,851-72.2% | $4,869-83.7% |
| Participant deferral / active EE | $2,000 | $3,901-48.7% | $3,517-43.1% | $5,287-62.2% |
| Admin fee / account holder | $411 | $5,263-92.2% | $4,510-90.9% | $10,132-95.9% |