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 | $67,713 | $86,286-21.5% | $111,297-39.2% | $85,850-21.1% |
| Participation rate | 61.8% | 73.3%-11.5pp | 77.3%-15.5pp | 69.3%-7.5pp |
| Annual return | 14.49% | 19.99%-5.5pp | 54.65%-40.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $873 | $2,043-57.3% | $2,731-68.0% | $2,565-66.0% |
| Participant deferral / active EE | $2,368 | $3,641-35.0% | $4,487-47.2% | $3,952-40.1% |
| Admin fee / account holder | $828 | $8,188-89.9% | $7,964-89.6% | $6,260-86.8% |