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 | $58,520 | $65,365-10.5% | $92,893-37.0% | $72,985-19.8% |
| Participation rate | 60.4% | 68.3%-7.9pp | 76.0%-15.6pp | 69.5%-9.1pp |
| Annual return | 23.70% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $832 | $2,594-67.9% | $3,653-77.2% | $2,440-65.9% |
| Participant deferral / active EE | $1,774 | $3,128-43.3% | $4,236-58.1% | $3,607-50.8% |
| Admin fee / account holder | $850 | $4,251-80.0% | $5,794-85.3% | $5,124-83.4% |