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 | $56,994 | $51,638+10.4% | $68,368-16.6% | $82,448-30.9% |
| Participation rate | 46.5% | 63.6%-17.1pp | 73.8%-27.3pp | 68.1%-21.6pp |
| Annual return | 16.75% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,198 | $2,047-41.5% | $2,649-54.8% | $2,551-53.0% |
| Participant deferral / active EE | $2,523 | $2,914-13.4% | $4,123-38.8% | $4,139-39.0% |
| Admin fee / account holder | $5,047 | $4,643+8.7% | $5,150-2.0% | $7,234-30.2% |