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 | $52,491 | $64,480-18.6% | $81,382-35.5% | $80,856-35.1% |
| Participation rate | 54.2% | 63.9%-9.7pp | 69.5%-15.3pp | 67.6%-13.5pp |
| Annual return | 12.58% | 16.34%-3.8pp | 24.73%-12.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $542 | $1,978-72.6% | $2,463-78.0% | $2,755-80.3% |
| Participant deferral / active EE | $2,122 | $3,094-31.4% | $3,883-45.3% | $4,296-50.6% |
| Admin fee / account holder | $2,583 | $5,671-54.5% | $5,768-55.2% | $6,918-62.7% |