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 | $69,759 | $89,355-21.9% | $141,162-50.6% | $72,985-4.4% |
| Participation rate | 35.0% | 75.1%-40.1pp | 82.5%-47.5pp | 69.5%-34.5pp |
| Annual return | 23.42% | 111.85%-88.4pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $886 | $3,114-71.5% | $4,735-81.3% | $2,440-63.7% |
| Participant deferral / active EE | $2,366 | $5,418-56.3% | $6,709-64.7% | $3,607-34.4% |
| Admin fee / account holder | $4,274 | $5,958-28.3% | $10,261-58.4% | $5,124-16.6% |