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 | $44,394 | $81,248-45.4% | $155,509-71.5% | $80,856-45.1% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.6%-16.0pp |
| Annual return | 27.36% | 33.31%-5.9pp | 64.67%-37.3pp | 35.59%-8.2pp |
| Employer contribution / active EE | $895 | $3,100-71.1% | $4,672-80.8% | $2,755-67.5% |
| Participant deferral / active EE | $1,340 | $3,452-61.2% | $5,626-76.2% | $4,296-68.8% |
| Admin fee / account holder | $1,159 | $7,997-85.5% | $15,912-92.7% | $6,918-83.2% |