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 | $48,751 | $58,512-16.7% | $84,015-42.0% | $72,985-33.2% |
| Participation rate | 51.7% | 61.2%-9.5pp | 69.0%-17.3pp | 69.5%-17.8pp |
| Annual return | 18.26% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $278 | $1,163-76.1% | $1,983-86.0% | $2,440-88.6% |
| Participant deferral / active EE | $2,619 | $2,394+9.4% | $3,239-19.1% | $3,607-27.4% |
| Admin fee / account holder | $990 | $4,569-78.3% | $6,101-83.8% | $5,124-80.7% |