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 | $48,524 | $65,395-25.8% | $182,532-73.4% | $72,985-33.5% |
| Participation rate | 57.7% | 65.4%-7.8pp | 78.0%-20.3pp | 69.5%-11.8pp |
| Annual return | 23.83% | 27.68%-3.9pp | 148.54%-124.7pp | 81.00%-57.2pp |
| Employer contribution / active EE | $904 | $1,911-52.7% | $4,076-77.8% | $2,440-62.9% |
| Participant deferral / active EE | $4,240 | $3,563+19.0% | $5,524-23.2% | $3,607+17.5% |
| Admin fee / account holder | $14,183 | $4,245+234.1% | $8,592+65.1% | $5,124+176.8% |