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 | $59,947 | $68,719-12.8% | $91,541-34.5% | $84,808-29.3% |
| Participation rate | 56.5% | 64.5%-8.0pp | 69.8%-13.3pp | 68.3%-11.8pp |
| Annual return | 13.67% | 19.12%-5.5pp | 20.50%-6.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $545 | $1,920-71.6% | $2,505-78.2% | $2,631-79.3% |
| Participant deferral / active EE | $2,139 | $3,136-31.8% | $4,008-46.6% | $4,212-49.2% |
| Admin fee / account holder | $2,471 | $5,786-57.3% | $6,956-64.5% | $7,344-66.4% |