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 | $47,542 | $84,556-43.8% | $116,228-59.1% | $74,304-36.0% |
| Participation rate | 55.6% | 66.0%-10.5pp | 74.6%-19.0pp | 60.3%-4.8pp |
| Annual return | 13.52% | 18.35%-4.8pp | 90.06%-76.5pp | 29.43%-15.9pp |
| Employer contribution / active EE | $818 | $2,168-62.3% | $2,994-72.7% | $2,241-63.5% |
| Participant deferral / active EE | $2,656 | $3,814-30.4% | $4,953-46.4% | $3,767-29.5% |
| Admin fee / account holder | $13,515 | $3,792+256.4% | $11,989+12.7% | $2,969+355.2% |