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 | $37,127 | $48,750-23.8% | $88,946-58.3% | $74,304-50.0% |
| Participation rate | 28.0% | 44.5%-16.5pp | 68.8%-40.8pp | 60.3%-32.3pp |
| Annual return | 21.49% | 25.91%-4.4pp | 57.82%-36.3pp | 29.43%-7.9pp |
| Employer contribution / active EE | $728 | $1,255-42.0% | $2,555-71.5% | $2,241-67.5% |
| Participant deferral / active EE | $1,508 | $2,423-37.8% | $4,581-67.1% | $3,767-60.0% |
| Admin fee / account holder | $2,803 | $3,756-25.4% | $8,261-66.1% | $2,969-5.6% |