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 | $78,257 | $91,760-14.7% | $156,181-49.9% | $67,986+15.1% |
| Participation rate | 49.0% | 65.0%-16.0pp | 78.8%-29.8pp | 57.2%-8.2pp |
| Annual return | 17.05% | 18.14%-1.1pp | 64.87%-47.8pp | 31.67%-14.6pp |
| Employer contribution / active EE | $743 | $2,419-69.3% | $4,294-82.7% | $2,019-63.2% |
| Participant deferral / active EE | $2,780 | $3,960-29.8% | $6,132-54.7% | $3,358-17.2% |
| Admin fee / account holder | $4,577 | $3,949+15.9% | $14,586-68.6% | $3,203+42.9% |