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 | $56,461 | $67,894-16.8% | $89,340-36.8% | $82,448-31.5% |
| Participation rate | 55.6% | 64.0%-8.5pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 15.51% | 19.21%-3.7pp | 20.57%-5.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $849 | $1,828-53.6% | $2,231-62.0% | $2,551-66.7% |
| Participant deferral / active EE | $3,273 | $3,072+6.5% | $3,823-14.4% | $4,139-20.9% |
| Admin fee / account holder | $12,552 | $5,723+119.3% | $6,704+87.2% | $7,234+73.5% |