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 | $64,622 | $76,407-15.4% | $150,298-57.0% | $82,448-21.6% |
| Participation rate | 26.3% | 66.4%-40.1pp | 77.8%-51.5pp | 68.1%-41.8pp |
| Annual return | 16.57% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $630 | $2,614-75.9% | $4,154-84.8% | $2,551-75.3% |
| Participant deferral / active EE | $1,780 | $3,214-44.6% | $5,453-67.4% | $4,139-57.0% |
| Admin fee / account holder | $5,038 | $6,352-20.7% | $14,116-64.3% | $7,234-30.4% |