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 | $59,431 | $106,584-44.2% | $101,326-41.3% | $142,382-58.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 14.32% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $628 | $3,956-84.1% | $3,665-82.9% | $4,299-85.4% |
| Participant deferral / active EE | $5,041 | $8,297-39.2% | $7,994-36.9% | $6,507-22.5% |
| Admin fee / account holder | $592 | $11,446-94.8% | $11,185-94.7% | $12,624-95.3% |