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 | $61,453 | $81,233-24.4% | $155,567-60.5% | $80,874-24.0% |
| Participation rate | 32.8% | 66.2%-33.5pp | 78.2%-45.4pp | 67.6%-34.9pp |
| Annual return | 20.35% | 33.33%-13.0pp | 64.74%-44.4pp | 35.62%-15.3pp |
| Employer contribution / active EE | $970 | $3,101-68.7% | $4,674-79.2% | $2,756-64.8% |
| Participant deferral / active EE | $2,664 | $3,452-22.8% | $5,628-52.7% | $4,297-38.0% |
| Admin fee / account holder | $4,299 | $7,998-46.3% | $15,916-73.0% | $6,935-38.0% |