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 | $44,902 | $45,343-1.0% | $150,298-70.1% | $67,986-34.0% |
| Participation rate | 34.5% | 51.9%-17.4pp | 77.8%-43.3pp | 57.2%-22.7pp |
| Annual return | 12.56% | 33.28%-20.7pp | 62.79%-50.2pp | 31.67%-19.1pp |
| Employer contribution / active EE | $808 | $1,462-44.8% | $4,154-80.6% | $2,019-60.0% |
| Participant deferral / active EE | $1,695 | $2,055-17.5% | $5,453-68.9% | $3,358-49.5% |
| Admin fee / account holder | $5,682 | $2,250+152.6% | $14,116-59.7% | $3,203+77.4% |