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 | $26,037 | $77,899-66.6% | $149,673-82.6% | $75,163-65.4% |
| Participation rate | 36.0% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.1pp |
| Annual return | 16.84% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $485 | $3,137-84.5% | $4,818-89.9% | $2,670-81.8% |
| Participant deferral / active EE | $1,399 | $3,411-59.0% | $5,680-75.4% | $4,125-66.1% |
| Admin fee / account holder | $2,213 | $5,956-62.9% | $13,210-83.3% | $5,651-60.8% |