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 | $43,911 | $54,541-19.5% | $78,778-44.3% | $70,131-37.4% |
| Participation rate | 43.2% | 60.8%-17.6pp | 69.2%-25.9pp | 69.5%-26.3pp |
| Annual return | 13.97% | 21.07%-7.1pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $568 | $1,089-47.8% | $1,986-71.4% | $2,342-75.8% |
| Participant deferral / active EE | $1,218 | $2,210-44.9% | $2,958-58.8% | $3,332-63.4% |
| Admin fee / account holder | $10,771 | $3,709+190.4% | $5,134+109.8% | $4,645+131.9% |