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 | $59,195 | $77,634-23.8% | $156,549-62.2% | $62,891-5.9% |
| Participation rate | 36.8% | 71.2%-34.4pp | 84.0%-47.2pp | 69.3%-32.5pp |
| Annual return | 9.89% | 50.32%-40.4pp | 32.23%-22.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $889 | $3,444-74.2% | $5,501-83.8% | $2,281-61.0% |
| Participant deferral / active EE | $1,491 | $3,045-51.0% | $4,871-69.4% | $3,203-53.5% |
| Admin fee / account holder | $3,110 | $5,561-44.1% | $13,027-76.1% | $4,296-27.6% |