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 | $36,011 | $215,361-83.3% | $171,082-79.0% | $273,961-86.9% |
| Participation rate | 44.4% | 82.0%-37.6pp | 76.7%-32.3pp | 83.0%-38.6pp |
| Annual return | 6.87% | 25.14%-18.3pp | 32.56%-25.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $305 | $4,967-93.9% | $4,002-92.4% | $4,869-93.7% |
| Participant deferral / active EE | $1,221 | $5,543-78.0% | $4,797-74.6% | $5,287-76.9% |
| Admin fee / account holder | $855 | $10,846-92.1% | $8,520-90.0% | $10,132-91.6% |