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 | $49,547 | $58,828-15.8% | $77,999-36.5% | $62,891-21.2% |
| Participation rate | 63.2% | 71.1%-7.9pp | 75.5%-12.4pp | 69.3%-6.1pp |
| Annual return | 9.61% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $877 | $1,672-47.5% | $2,470-64.5% | $2,281-61.5% |
| Participant deferral / active EE | $1,570 | $2,686-41.5% | $3,497-55.1% | $3,203-51.0% |
| Admin fee / account holder | $2,436 | $4,393-44.6% | $5,480-55.6% | $4,296-43.3% |