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 | $49,449 | $62,573-21.0% | $85,682-42.3% | $85,850-42.4% |
| Participation rate | 51.4% | 61.1%-9.8pp | 69.9%-18.5pp | 69.3%-18.0pp |
| Annual return | 13.87% | 23.77%-9.9pp | 21.49%-7.6pp | 318.53%-304.7pp |
| Employer contribution / active EE | $303 | $1,757-82.7% | $2,618-88.4% | $2,565-88.2% |
| Participant deferral / active EE | $2,548 | $2,802-9.1% | $3,923-35.0% | $3,952-35.5% |
| Admin fee / account holder | $1,754 | $4,640-62.2% | $6,873-74.5% | $6,260-72.0% |