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 | $67,900 | $110,257-38.4% | $96,544-29.7% | $139,434-51.3% |
| Participation rate | 26.3% | 78.1%-51.8pp | 76.0%-49.6pp | 80.3%-54.0pp |
| Annual return | 15.91% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $819 | $3,620-77.4% | $2,965-72.4% | $4,751-82.8% |
| Participant deferral / active EE | $1,928 | $5,548-65.3% | $4,851-60.3% | $6,710-71.3% |
| Admin fee / account holder | $3,188 | $11,591-72.5% | $8,252-61.4% | $11,403-72.0% |