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 | $35,433 | $53,127-33.3% | $86,590-59.1% | $70,131-49.5% |
| Participation rate | 51.8% | 65.3%-13.5pp | 73.5%-21.8pp | 69.5%-17.8pp |
| Annual return | 14.75% | 27.66%-12.9pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $899 | $2,068-56.5% | $2,839-68.3% | $2,342-61.6% |
| Participant deferral / active EE | $1,876 | $2,696-30.4% | $3,609-48.0% | $3,332-43.7% |
| Admin fee / account holder | $1,666 | $3,585-53.5% | $4,906-66.0% | $4,645-64.1% |