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 | $42,454 | $232,540-81.7% | $185,117-77.1% | $147,584-71.2% |
| Participation rate | 61.9% | 82.4%-20.4pp | 77.3%-15.4pp | 82.8%-20.9pp |
| Annual return | 17.34% | 43.03%-25.7pp | 40.50%-23.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $463 | $5,195-91.1% | $4,182-88.9% | $4,876-90.5% |
| Participant deferral / active EE | $1,851 | $5,834-68.3% | $5,045-63.3% | $5,439-66.0% |
| Admin fee / account holder | $1,196 | $10,275-88.4% | $8,159-85.3% | $10,885-89.0% |