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 | $47,672 | $81,233-41.3% | $155,567-69.4% | $80,874-41.1% |
| Participation rate | 49.4% | 66.2%-16.8pp | 78.2%-28.8pp | 67.6%-18.2pp |
| Annual return | 12.87% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $863 | $3,101-72.2% | $4,674-81.5% | $2,756-68.7% |
| Participant deferral / active EE | $1,940 | $3,452-43.8% | $5,628-65.5% | $4,297-54.8% |
| Admin fee / account holder | $1,144 | $7,998-85.7% | $15,916-92.8% | $6,935-83.5% |