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 | $54,936 | $73,787-25.5% | $98,716-44.3% | $82,448-33.4% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.3%-21.0pp | 68.1%-19.8pp |
| Annual return | 17.19% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $978 | $1,511-35.3% | $2,279-57.1% | $2,551-61.7% |
| Participant deferral / active EE | $1,942 | $3,081-37.0% | $4,048-52.0% | $4,139-53.1% |
| Admin fee / account holder | $3,327 | $6,500-48.8% | $8,703-61.8% | $7,234-54.0% |