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 | $38,240 | $101,069-62.2% | $81,478-53.1% | $147,584-74.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 16.30% | 32.40%-16.1pp | 38.78%-22.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $789 | $3,205-75.4% | $2,568-69.3% | $4,876-83.8% |
| Participant deferral / active EE | $2,377 | $4,242-44.0% | $3,537-32.8% | $5,439-56.3% |
| Admin fee / account holder | $669 | $5,812-88.5% | $4,561-85.3% | $10,885-93.8% |