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 | $43,673 | $65,365-33.2% | $92,893-53.0% | $72,985-40.2% |
| Participation rate | 45.5% | 68.3%-22.9pp | 76.0%-30.6pp | 69.5%-24.0pp |
| Annual return | 20.05% | 42.10%-22.0pp | 109.41%-89.4pp | 81.00%-60.9pp |
| Employer contribution / active EE | $900 | $2,594-65.3% | $3,653-75.4% | $2,440-63.1% |
| Participant deferral / active EE | $1,358 | $3,128-56.6% | $4,236-67.9% | $3,607-62.4% |
| Admin fee / account holder | $3,598 | $4,251-15.4% | $5,794-37.9% | $5,124-29.8% |