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 | $46,611 | $67,984-31.4% | $65,493-28.8% | $74,304-37.3% |
| Participation rate | 46.8% | 66.3%-19.5pp | 73.1%-26.2pp | 60.3%-13.5pp |
| Annual return | 16.12% | 19.87%-3.7pp | 982.45%-966.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $890 | $2,491-64.3% | $2,574-65.4% | $2,241-60.3% |
| Participant deferral / active EE | $2,911 | $3,346-13.0% | $3,961-26.5% | $3,767-22.7% |
| Admin fee / account holder | $1,241 | $1,373-9.6% | $5,028-75.3% | $2,969-58.2% |