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 | $51,907 | $54,705-5.1% | $71,209-27.1% | $84,808-38.8% |
| Participation rate | 58.7% | 64.1%-5.4pp | 73.8%-15.1pp | 68.3%-9.6pp |
| Annual return | 15.42% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,822 | $2,158-15.6% | $2,721-33.0% | $2,631-30.8% |
| Participant deferral / active EE | $3,079 | $3,030+1.6% | $4,175-26.2% | $4,212-26.9% |
| Admin fee / account holder | $467 | $4,863-90.4% | $5,349-91.3% | $7,344-93.6% |