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 | $68,045 | $113,339-40.0% | $94,993-28.4% | $147,584-53.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 19.03% | 20.77%-1.7pp | 27.12%-8.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $929 | $3,160-70.6% | $2,603-64.3% | $4,876-81.0% |
| Participant deferral / active EE | $2,395 | $3,777-36.6% | $3,317-27.8% | $5,439-56.0% |
| Admin fee / account holder | $8,371 | $6,063+38.1% | $4,960+68.8% | $10,885-23.1% |