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 | $56,091 | $56,1100% | $94,993-41.0% | $70,131-20.0% |
| Participation rate | 34.6% | 65.0%-30.4pp | 73.9%-39.3pp | 69.5%-34.9pp |
| Annual return | 14.40% | 51.02%-36.6pp | 27.12%-12.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $990 | $1,442-31.4% | $2,603-62.0% | $2,342-57.7% |
| Participant deferral / active EE | $2,944 | $2,391+23.1% | $3,317-11.2% | $3,332-11.6% |
| Admin fee / account holder | $2,752 | $3,456-20.4% | $4,960-44.5% | $4,645-40.8% |