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 | $48,477 | $57,831-16.2% | $82,389-41.2% | $85,563-43.3% |
| Participation rate | 21.8% | 55.0%-33.2pp | 69.5%-47.8pp | 66.0%-44.2pp |
| Annual return | 19.95% | 17.86%+2.1pp | 28.67%-8.7pp | 31.51%-11.6pp |
| Employer contribution / active EE | $499 | $1,643-69.6% | $2,517-80.2% | $2,654-81.2% |
| Participant deferral / active EE | $842 | $3,118-73.0% | $4,155-79.7% | $4,375-80.8% |
| Admin fee / account holder | $4,169 | $1,391+199.6% | $7,231-42.3% | $834+399.8% |