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 | $42,207 | $91,552-53.9% | $133,956-68.5% | $79,858-47.1% |
| Participation rate | 45.5% | 73.3%-27.9pp | 79.8%-34.4pp | 69.6%-24.2pp |
| Annual return | 16.81% | 61.85%-45.0pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $838 | $2,384-64.8% | $3,919-78.6% | $2,471-66.1% |
| Participant deferral / active EE | $3,813 | $3,733+2.1% | $5,048-24.5% | $3,740+1.9% |
| Admin fee / account holder | $739 | $6,321-88.3% | $8,927-91.7% | $5,306-86.1% |