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 | $42,805 | $93,346-54.1% | $71,796-40.4% | $273,961-84.4% |
| Participation rate | 41.2% | 76.5%-35.4pp | 69.1%-27.9pp | 83.0%-41.8pp |
| Annual return | 3.90% | 130.39%-126.5pp | 78.04%-74.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $844 | $2,733-69.1% | $1,924-56.2% | $4,869-82.7% |
| Participant deferral / active EE | $1,936 | $3,475-44.3% | $2,794-30.7% | $5,287-63.4% |
| Admin fee / account holder | $2,846 | $6,571-56.7% | $4,815-40.9% | $10,132-71.9% |