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 | $45,208 | $81,248-44.4% | $155,509-70.9% | $80,856-44.1% |
| Participation rate | 56.8% | 66.2%-9.5pp | 78.2%-21.4pp | 67.6%-10.9pp |
| Annual return | 14.20% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $870 | $3,100-71.9% | $4,672-81.4% | $2,755-68.4% |
| Participant deferral / active EE | $3,068 | $3,452-11.1% | $5,626-45.5% | $4,296-28.6% |
| Admin fee / account holder | $1,496 | $7,997-81.3% | $15,912-90.6% | $6,918-78.4% |