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 | $50,478 | $88,707-43.1% | $74,183-32.0% | $273,961-81.6% |
| Participation rate | 53.3% | 79.4%-26.1pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 9.96% | 11.94%-2.0pp | 17.74%-7.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $924 | $3,159-70.8% | $2,370-61.0% | $4,869-81.0% |
| Participant deferral / active EE | $7,395 | $4,212+75.6% | $3,550+108.3% | $5,287+39.9% |
| Admin fee / account holder | $679 | $8,717-92.2% | $5,586-87.9% | $10,132-93.3% |