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 5-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 | $36,373 | $114,381-68.2% | $107,525-66.2% | $142,382-74.5% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 18.39% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $961 | $4,015-76.1% | $3,754-74.4% | $4,299-77.6% |
| Participant deferral / active EE | $1,716 | $5,564-69.2% | $5,116-66.5% | $6,507-73.6% |
| Admin fee / account holder | $359 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |