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 | $36,782 | $215,361-82.9% | $171,082-78.5% | $273,961-86.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 76.7%-15.6pp | 83.0%-21.9pp |
| Annual return | 6.50% | 25.14%-18.6pp | 32.56%-26.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $817 | $4,967-83.5% | $4,002-79.6% | $4,869-83.2% |
| Participant deferral / active EE | $1,689 | $5,543-69.5% | $4,797-64.8% | $5,287-68.1% |
| Admin fee / account holder | $394 | $10,846-96.4% | $8,520-95.4% | $10,132-96.1% |