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 | $66,067 | $106,515-38.0% | $96,683-31.7% | $139,434-52.6% |
| Participation rate | 39.1% | 77.8%-38.7pp | 74.3%-35.2pp | 80.3%-41.2pp |
| Annual return | 17.53% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $863 | $4,103-79.0% | $3,737-76.9% | $4,751-81.8% |
| Participant deferral / active EE | $4,039 | $5,454-25.9% | $4,878-17.2% | $6,710-39.8% |
| Admin fee / account holder | $319 | $7,877-96.0% | $6,730-95.3% | $11,403-97.2% |