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 | $35,313 | $61,272-42.4% | $149,673-76.4% | $71,457-50.6% |
| Participation rate | 45.9% | 62.5%-16.6pp | 78.8%-32.9pp | 67.9%-22.0pp |
| Annual return | 18.01% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $875 | $2,378-63.2% | $4,818-81.8% | $2,588-66.2% |
| Participant deferral / active EE | $2,432 | $2,917-16.6% | $5,680-57.2% | $4,289-43.3% |
| Admin fee / account holder | $1,034 | $1,261-18.1% | $13,210-92.2% | $1,587-34.9% |