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 | $58,257 | $68,719-15.2% | $91,541-36.4% | $84,808-31.3% |
| Participation rate | 46.8% | 64.5%-17.7pp | 69.8%-23.0pp | 68.3%-21.5pp |
| Annual return | 14.69% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $662 | $1,920-65.5% | $2,505-73.6% | $2,631-74.9% |
| Participant deferral / active EE | $2,025 | $3,136-35.4% | $4,008-49.5% | $4,212-51.9% |
| Admin fee / account holder | $4,255 | $5,786-26.5% | $6,956-38.8% | $7,344-42.1% |