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 | $36,588 | $81,632-55.2% | $70,449-48.1% | $158,922-77.0% |
| Participation rate | 45.0% | 77.7%-32.7pp | 75.1%-30.1pp | 82.0%-37.0pp |
| Annual return | 7.66% | 208.40%-200.7pp | 109.03%-101.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $371 | $3,217-88.5% | $2,737-86.4% | $4,761-92.2% |
| Participant deferral / active EE | $1,427 | $4,554-68.7% | $3,709-61.5% | $5,982-76.1% |
| Admin fee / account holder | $2,474 | $6,193-60.0% | $3,845-35.7% | $11,246-78.0% |