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 | $50,257 | $153,311-67.2% | $109,313-54.0% | $273,961-81.7% |
| Participation rate | 44.4% | 80.1%-35.6pp | 71.3%-26.8pp | 83.0%-38.6pp |
| Annual return | 5.23% | 29.86%-24.6pp | 22.07%-16.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,016 | $5,619-64.1% | $3,892-48.2% | $4,869-58.6% |
| Participant deferral / active EE | $4,321 | $3,932+9.9% | $3,166+36.5% | $5,287-18.3% |
| Admin fee / account holder | $748 | $8,076-90.7% | $5,666-86.8% | $10,132-92.6% |