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 | $57,333 | $79,944-28.3% | $98,439-41.8% | $75,163-23.7% |
| Participation rate | 55.3% | 70.4%-15.1pp | 75.2%-19.9pp | 67.2%-11.9pp |
| Annual return | 15.51% | 19.75%-4.2pp | 21.16%-5.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $642 | $2,264-71.7% | $3,048-79.0% | $2,670-76.0% |
| Participant deferral / active EE | $3,028 | $3,752-19.3% | $4,738-36.1% | $4,125-26.6% |
| Admin fee / account holder | $3,492 | $6,840-48.9% | $8,948-61.0% | $5,651-38.2% |