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 | $35,081 | $90,503-61.2% | $78,689-55.4% | $273,961-87.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 5.00% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $399 | $3,176-87.4% | $2,851-86.0% | $4,869-91.8% |
| Participant deferral / active EE | $3,354 | $3,901-14.0% | $3,517-4.6% | $5,287-36.6% |
| Admin fee / account holder | $770 | $5,263-85.4% | $4,510-82.9% | $10,132-92.4% |