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 | $54,187 | $135,952-60.1% | $123,892-56.3% | $273,961-80.2% |
| Participation rate | 55.0% | 84.1%-29.1pp | 81.4%-26.4pp | 83.0%-28.0pp |
| Annual return | 8.06% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $891 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $2,986 | $6,343-52.9% | $5,984-50.1% | $5,287-43.5% |
| Admin fee / account holder | $1,036 | $9,817-89.4% | $8,357-87.6% | $10,132-89.8% |