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 | $72,199 | $77,899-7.3% | $149,673-51.8% | $75,163-3.9% |
| Participation rate | 42.4% | 65.6%-23.2pp | 78.8%-36.4pp | 67.2%-24.8pp |
| Annual return | 20.00% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $713 | $3,137-77.3% | $4,818-85.2% | $2,670-73.3% |
| Participant deferral / active EE | $3,372 | $3,411-1.2% | $5,680-40.6% | $4,125-18.3% |
| Admin fee / account holder | $3,542 | $5,956-40.5% | $13,210-73.2% | $5,651-37.3% |