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 | $41,945 | $85,766-51.1% | $136,294-69.2% | $70,131-40.2% |
| Participation rate | 54.1% | 74.2%-20.1pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 17.09% | 31.45%-14.4pp | 5155.94%-5138.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,375 | $2,966-53.6% | $4,695-70.7% | $2,342-41.3% |
| Participant deferral / active EE | $2,992 | $5,051-40.8% | $6,247-52.1% | $3,332-10.2% |
| Admin fee / account holder | $655 | $5,420-87.9% | $9,243-92.9% | $4,645-85.9% |