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 | $55,532 | $65,365-15.0% | $92,893-40.2% | $72,985-23.9% |
| Participation rate | 56.3% | 68.3%-12.1pp | 76.0%-19.8pp | 69.5%-13.2pp |
| Annual return | 23.04% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $625 | $2,594-75.9% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $1,656 | $3,128-47.1% | $4,236-60.9% | $3,607-54.1% |
| Admin fee / account holder | $303 | $4,251-92.9% | $5,794-94.8% | $5,124-94.1% |