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 | $47,949 | $37,426+28.1% | $77,482-38.1% | $79,858-40.0% |
| Participation rate | 59.0% | 41.5%+17.5pp | 54.2%+4.8pp | 69.6%-10.7pp |
| Annual return | 14.79% | 39.70%-24.9pp | 54.79%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $477 | $637-25.0% | $986-51.6% | $2,471-80.7% |
| Participant deferral / active EE | $1,355 | $1,260+7.5% | $1,861-27.2% | $3,740-63.8% |
| Admin fee / account holder | $824 | $2,504-67.1% | $2,858-71.2% | $5,306-84.5% |