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 | $59,982 | $104,251-42.5% | $91,001-34.1% | $147,584-59.4% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.6%-38.1pp | 82.8%-45.3pp |
| Annual return | 15.06% | 27.06%-12.0pp | 4.60%+10.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $511 | $3,116-83.6% | $2,456-79.2% | $4,876-89.5% |
| Participant deferral / active EE | $4,748 | $4,195+13.2% | $3,547+33.9% | $5,439-12.7% |
| Admin fee / account holder | $5,074 | $8,948-43.3% | $5,417-6.3% | $10,885-53.4% |