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 | $53,353 | $65,041-18.0% | $90,951-41.3% | $79,858-33.2% |
| Participation rate | 47.7% | 61.6%-13.9pp | 69.0%-21.3pp | 69.6%-21.9pp |
| Annual return | 14.96% | 30.45%-15.5pp | 134.60%-119.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $483 | $1,247-61.3% | $2,122-77.3% | $2,471-80.5% |
| Participant deferral / active EE | $2,056 | $2,512-18.1% | $3,373-39.0% | $3,740-45.0% |
| Admin fee / account holder | $2,290 | $4,536-49.5% | $5,959-61.6% | $5,306-56.8% |