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 | $45,793 | $77,634-41.0% | $156,549-70.7% | $62,891-27.2% |
| Participation rate | 68.8% | 71.2%-2.5pp | 84.0%-15.3pp | 69.3%-0.6pp |
| Annual return | 8.55% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $484 | $3,444-85.9% | $5,501-91.2% | $2,281-78.8% |
| Participant deferral / active EE | $5,787 | $3,045+90.0% | $4,871+18.8% | $3,203+80.7% |
| Admin fee / account holder | $750 | $5,561-86.5% | $13,027-94.2% | $4,296-82.5% |