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 | $20,635 | $90,503-77.2% | $78,689-73.8% | $273,961-92.5% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 8.09% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $522 | $3,176-83.6% | $2,851-81.7% | $4,869-89.3% |
| Participant deferral / active EE | $1,039 | $3,901-73.4% | $3,517-70.5% | $5,287-80.4% |
| Admin fee / account holder | $342 | $5,263-93.5% | $4,510-92.4% | $10,132-96.6% |