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 | $48,053 | $71,516-32.8% | $98,439-51.2% | $71,457-32.8% |
| Participation rate | 25.5% | 72.7%-47.2pp | 75.2%-49.7pp | 67.9%-42.5pp |
| Annual return | 17.58% | 32.41%-14.8pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $992 | $2,399-58.7% | $3,048-67.5% | $2,588-61.7% |
| Participant deferral / active EE | $1,991 | $4,109-51.5% | $4,738-58.0% | $4,289-53.6% |
| Admin fee / account holder | $1,278 | $1,675-23.7% | $8,948-85.7% | $1,587-19.5% |