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 | $49,548 | $54,762-9.5% | $90,281-45.1% | $72,985-32.1% |
| Participation rate | 28.4% | 65.1%-36.8pp | 73.3%-44.9pp | 69.5%-41.1pp |
| Annual return | 19.25% | 30.63%-11.4pp | 78.10%-58.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $299 | $2,092-85.7% | $2,854-89.5% | $2,440-87.7% |
| Participant deferral / active EE | $1,198 | $2,887-58.5% | $3,885-69.2% | $3,607-66.8% |
| Admin fee / account holder | $4,620 | $3,972+16.3% | $5,351-13.7% | $5,124-9.8% |