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 | $42,419 | $93,346-54.6% | $71,796-40.9% | $273,961-84.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 10.10% | 130.39%-120.3pp | 78.04%-67.9pp | 41.45%-31.4pp |
| Employer contribution / active EE | $697 | $2,733-74.5% | $1,924-63.8% | $4,869-85.7% |
| Participant deferral / active EE | $948 | $3,475-72.7% | $2,794-66.1% | $5,287-82.1% |
| Admin fee / account holder | $2,780 | $6,571-57.7% | $4,815-42.3% | $10,132-72.6% |