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 | $41,392 | $58,512-29.3% | $84,015-50.7% | $72,985-43.3% |
| Participation rate | 51.4% | 61.2%-9.9pp | 69.0%-17.7pp | 69.5%-18.1pp |
| Annual return | 26.82% | 28.93%-2.1pp | 71.31%-44.5pp | 81.00%-54.2pp |
| Employer contribution / active EE | $742 | $1,163-36.2% | $1,983-62.6% | $2,440-69.6% |
| Participant deferral / active EE | $1,493 | $2,394-37.6% | $3,239-53.9% | $3,607-58.6% |
| Admin fee / account holder | $352 | $4,569-92.3% | $6,101-94.2% | $5,124-93.1% |