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 | $65,866 | $80,717-18.4% | $154,803-57.5% | $84,808-22.3% |
| Participation rate | 42.9% | 66.8%-24.0pp | 78.1%-35.2pp | 68.3%-25.5pp |
| Annual return | 17.43% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $945 | $2,761-65.8% | $4,305-78.0% | $2,631-64.1% |
| Participant deferral / active EE | $1,950 | $3,303-41.0% | $5,540-64.8% | $4,212-53.7% |
| Admin fee / account holder | $1,953 | $6,746-71.0% | $14,329-86.4% | $7,344-73.4% |