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 | $45,284 | $37,426+21.0% | $77,482-41.6% | $79,858-43.3% |
| Participation rate | 31.0% | 41.5%-10.6pp | 54.2%-23.2pp | 69.6%-38.7pp |
| Annual return | 10.99% | 39.70%-28.7pp | 54.79%-43.8pp | 31.71%-20.7pp |
| Employer contribution / active EE | $501 | $637-21.3% | $986-49.2% | $2,471-79.7% |
| Participant deferral / active EE | $1,938 | $1,260+53.8% | $1,861+4.1% | $3,740-48.2% |
| Admin fee / account holder | $3,172 | $2,504+26.7% | $2,858+11.0% | $5,306-40.2% |