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 | $40,766 | $51,638-21.1% | $68,368-40.4% | $82,448-50.6% |
| Participation rate | 65.3% | 63.6%+1.7pp | 73.8%-8.5pp | 68.1%-2.8pp |
| Annual return | 14.74% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $711 | $2,047-65.3% | $2,649-73.2% | $2,551-72.1% |
| Participant deferral / active EE | $2,375 | $2,914-18.5% | $4,123-42.4% | $4,139-42.6% |
| Admin fee / account holder | $2,627 | $4,643-43.4% | $5,150-49.0% | $7,234-63.7% |