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 | $40,543 | $140,940-71.2% | $112,229-63.9% | $139,434-70.9% |
| Participation rate | 37.5% | 79.2%-41.7pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 13.26% | 32.71%-19.5pp | 30.20%-16.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $926 | $4,283-78.4% | $3,430-73.0% | $4,751-80.5% |
| Participant deferral / active EE | $2,162 | $5,874-63.2% | $4,798-54.9% | $6,710-67.8% |
| Admin fee / account holder | $331 | $9,954-96.7% | $7,748-95.7% | $11,403-97.1% |