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 | $59,680 | $80,717-26.1% | $154,803-61.4% | $84,808-29.6% |
| Participation rate | 62.1% | 66.8%-4.7pp | 78.1%-16.0pp | 68.3%-6.2pp |
| Annual return | 18.86% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $352 | $2,761-87.2% | $4,305-91.8% | $2,631-86.6% |
| Participant deferral / active EE | $3,493 | $3,303+5.8% | $5,540-37.0% | $4,212-17.1% |
| Admin fee / account holder | $2,072 | $6,746-69.3% | $14,329-85.5% | $7,344-71.8% |