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 | $83,935 | $117,983-28.9% | $101,794-17.5% | $142,382-41.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 15.09% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $644 | $2,773-76.8% | $2,289-71.9% | $4,299-85.0% |
| Participant deferral / active EE | $1,974 | $4,714-58.1% | $4,084-51.7% | $6,507-69.7% |
| Admin fee / account holder | $346 | $10,433-96.7% | $8,777-96.1% | $12,624-97.3% |