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 | $40,299 | $53,127-24.1% | $86,590-53.5% | $70,131-42.5% |
| Participation rate | 35.1% | 65.3%-30.3pp | 73.5%-38.5pp | 69.5%-34.5pp |
| Annual return | 17.21% | 27.66%-10.5pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $916 | $2,068-55.7% | $2,839-67.7% | $2,342-60.9% |
| Participant deferral / active EE | $1,929 | $2,696-28.5% | $3,609-46.6% | $3,332-42.1% |
| Admin fee / account holder | $555 | $3,585-84.5% | $4,906-88.7% | $4,645-88.1% |