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 | $36,146 | $62,573-42.2% | $85,682-57.8% | $85,850-57.9% |
| Participation rate | 38.5% | 61.1%-22.7pp | 69.9%-31.4pp | 69.3%-30.9pp |
| Annual return | 17.35% | 23.77%-6.4pp | 21.49%-4.1pp | 318.53%-301.2pp |
| Employer contribution / active EE | $760 | $1,757-56.8% | $2,618-71.0% | $2,565-70.4% |
| Participant deferral / active EE | $1,369 | $2,802-51.1% | $3,923-65.1% | $3,952-65.4% |
| Admin fee / account holder | $3,072 | $4,640-33.8% | $6,873-55.3% | $6,260-50.9% |