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 | $42,120 | $81,947-48.6% | $105,387-60.0% | $72,985-42.3% |
| Participation rate | 37.5% | 76.5%-39.0pp | 82.6%-45.1pp | 69.5%-32.0pp |
| Annual return | 19.51% | 42.90%-23.4pp | 26.82%-7.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $871 | $3,468-74.9% | $4,213-79.3% | $2,440-64.3% |
| Participant deferral / active EE | $1,903 | $4,494-57.6% | $5,502-65.4% | $3,607-47.2% |
| Admin fee / account holder | $3,718 | $6,258-40.6% | $6,559-43.3% | $5,124-27.4% |