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 | $45,062 | $46,553-3.2% | $64,056-29.7% | $75,163-40.0% |
| Participation rate | 30.6% | 65.9%-35.4pp | 72.3%-41.7pp | 67.2%-36.6pp |
| Annual return | 11.92% | 26.03%-14.1pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $543 | $1,974-72.5% | $2,747-80.2% | $2,670-79.7% |
| Participant deferral / active EE | $785 | $2,837-72.3% | $3,880-79.8% | $4,125-81.0% |
| Admin fee / account holder | $1,950 | $2,952-33.9% | $3,068-36.4% | $5,651-65.5% |