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 | $51,815 | $69,515-25.5% | $86,874-40.4% | $85,850-39.6% |
| Participation rate | 59.7% | 66.3%-6.6pp | 71.6%-12.0pp | 69.3%-9.6pp |
| Annual return | 11.68% | 20.12%-8.4pp | 63.52%-51.8pp | 318.53%-306.9pp |
| Employer contribution / active EE | $554 | $1,880-70.5% | $2,495-77.8% | $2,565-78.4% |
| Participant deferral / active EE | $1,952 | $2,919-33.1% | $3,699-47.2% | $3,952-50.6% |
| Admin fee / account holder | $1,672 | $5,972-72.0% | $5,828-71.3% | $6,260-73.3% |