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 | $52,323 | $65,365-20.0% | $92,893-43.7% | $72,985-28.3% |
| Participation rate | 32.6% | 68.3%-35.7pp | 76.0%-43.4pp | 69.5%-36.9pp |
| Annual return | 23.90% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $999 | $2,594-61.5% | $3,653-72.7% | $2,440-59.1% |
| Participant deferral / active EE | $1,957 | $3,128-37.4% | $4,236-53.8% | $3,607-45.7% |
| Admin fee / account holder | $2,355 | $4,251-44.6% | $5,794-59.4% | $5,124-54.1% |