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 | $49,008 | $60,892-19.5% | $82,389-40.5% | $84,808-42.2% |
| Participation rate | 42.2% | 63.3%-21.0pp | 69.5%-27.3pp | 68.3%-26.1pp |
| Annual return | 15.09% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $511 | $1,779-71.3% | $2,517-79.7% | $2,631-80.6% |
| Participant deferral / active EE | $2,198 | $3,179-30.9% | $4,155-47.1% | $4,212-47.8% |
| Admin fee / account holder | $4,281 | $5,467-21.7% | $7,231-40.8% | $7,344-41.7% |