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 | $115,472 | $80,717+43.1% | $154,803-25.4% | $84,808+36.2% |
| Participation rate | 51.6% | 66.8%-15.2pp | 78.1%-26.5pp | 68.3%-16.7pp |
| Annual return | 16.16% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $749 | $2,761-72.9% | $4,305-82.6% | $2,631-71.5% |
| Participant deferral / active EE | $2,518 | $3,303-23.8% | $5,540-54.5% | $4,212-40.2% |
| Admin fee / account holder | $3,367 | $6,746-50.1% | $14,329-76.5% | $7,344-54.1% |