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 | $32,857 | $98,240-66.6% | $82,313-60.1% | $147,584-77.7% |
| Participation rate | 68.4% | 79.7%-11.3pp | 76.9%-8.5pp | 82.8%-14.4pp |
| Annual return | 9.38% | 30.85%-21.5pp | 25.88%-16.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $926 | $3,192-71.0% | $2,428-61.9% | $4,876-81.0% |
| Participant deferral / active EE | $5,083 | $4,383+16.0% | $3,706+37.2% | $5,439-6.5% |
| Admin fee / account holder | $2,908 | $8,563-66.0% | $5,608-48.1% | $10,885-73.3% |