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 | $27,050 | $53,777-49.7% | $134,143-79.8% | $79,858-66.1% |
| Participation rate | 62.5% | 58.8%+3.7pp | 72.2%-9.7pp | 69.6%-7.1pp |
| Annual return | 12.51% | 19.01%-6.5pp | 36.33%-23.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $580 | $1,321-56.1% | $3,704-84.3% | $2,471-76.5% |
| Participant deferral / active EE | $2,563 | $2,420+5.9% | $3,499-26.7% | $3,740-31.5% |
| Admin fee / account holder | $3,953 | $3,984-0.8% | $6,684-40.9% | $5,306-25.5% |