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 | $41,736 | $65,041-35.8% | $90,951-54.1% | $79,858-47.7% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 11.16% | 30.45%-19.3pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $401 | $1,247-67.9% | $2,122-81.1% | $2,471-83.8% |
| Participant deferral / active EE | $1,580 | $2,512-37.1% | $3,373-53.1% | $3,740-57.7% |
| Admin fee / account holder | $3,533 | $4,536-22.1% | $5,959-40.7% | $5,306-33.4% |