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 | $49,472 | $48,076+2.9% | $78,689-37.1% | $62,891-21.3% |
| Participation rate | 53.5% | 65.2%-11.7pp | 73.6%-20.1pp | 69.3%-15.8pp |
| Annual return | 7.73% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $436 | $2,015-78.4% | $2,851-84.7% | $2,281-80.9% |
| Participant deferral / active EE | $2,309 | $2,588-10.8% | $3,517-34.3% | $3,203-27.9% |
| Admin fee / account holder | $625 | $3,207-80.5% | $4,510-86.1% | $4,296-85.5% |