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 | $57,140 | $57,541-0.7% | $95,745-40.3% | $75,163-24.0% |
| Participation rate | 45.2% | 62.5%-17.4pp | 72.3%-27.1pp | 67.2%-22.0pp |
| Annual return | 17.47% | 34.93%-17.5pp | 28.35%-10.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $876 | $1,808-51.5% | $2,835-69.1% | $2,670-67.2% |
| Participant deferral / active EE | $1,479 | $3,074-51.9% | $4,245-65.2% | $4,125-64.1% |
| Admin fee / account holder | $1,469 | $4,099-64.2% | $5,678-74.1% | $5,651-74.0% |