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 | $64,485 | $81,248-20.6% | $155,509-58.5% | $80,856-20.2% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.3pp |
| Annual return | 24.39% | 33.31%-8.9pp | 64.67%-40.3pp | 35.59%-11.2pp |
| Employer contribution / active EE | $535 | $3,100-82.8% | $4,672-88.6% | $2,755-80.6% |
| Participant deferral / active EE | $1,427 | $3,452-58.7% | $5,626-74.6% | $4,296-66.8% |
| Admin fee / account holder | $387 | $7,997-95.2% | $15,912-97.6% | $6,918-94.4% |