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 | $35,596 | $84,233-57.7% | $170,442-79.1% | $70,131-49.2% |
| Participation rate | 51.2% | 70.8%-19.6pp | 83.6%-32.4pp | 69.5%-18.3pp |
| Annual return | 17.49% | 23.06%-5.6pp | 205.93%-188.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $676 | $3,387-80.0% | $5,433-87.6% | $2,342-71.1% |
| Participant deferral / active EE | $1,869 | $3,086-39.4% | $4,939-62.2% | $3,332-43.9% |
| Admin fee / account holder | $1,712 | $5,698-70.0% | $13,880-87.7% | $4,645-63.1% |