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 | $37,518 | $81,208-53.8% | $98,907-62.1% | $79,858-53.0% |
| Participation rate | 67.6% | 72.5%-4.9pp | 76.0%-8.5pp | 69.6%-2.1pp |
| Annual return | 20.55% | 60.99%-40.4pp | 196.43%-175.9pp | 31.71%-11.2pp |
| Employer contribution / active EE | $474 | $1,960-75.8% | $2,689-82.4% | $2,471-80.8% |
| Participant deferral / active EE | $2,180 | $3,265-33.2% | $4,244-48.6% | $3,740-41.7% |
| Admin fee / account holder | $795 | $6,013-86.8% | $6,642-88.0% | $5,306-85.0% |