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 | $44,812 | $49,915-10.2% | $154,803-71.1% | $74,304-39.7% |
| Participation rate | 42.1% | 54.0%-11.8pp | 78.1%-35.9pp | 60.3%-18.2pp |
| Annual return | 16.32% | 34.06%-17.7pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $643 | $1,611-60.1% | $4,305-85.1% | $2,241-71.3% |
| Participant deferral / active EE | $2,493 | $2,255+10.6% | $5,540-55.0% | $3,767-33.8% |
| Admin fee / account holder | $5,451 | $2,189+149.0% | $14,329-62.0% | $2,969+83.6% |