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 | $51,870 | $95,803-45.9% | $113,168-54.2% | $84,808-38.8% |
| Participation rate | 60.7% | 72.9%-12.2pp | 76.6%-15.9pp | 68.3%-7.7pp |
| Annual return | 13.12% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $803 | $2,360-66.0% | $2,975-73.0% | $2,631-69.5% |
| Participant deferral / active EE | $2,946 | $4,242-30.6% | $5,107-42.3% | $4,212-30.0% |
| Admin fee / account holder | $994 | $8,989-88.9% | $12,068-91.8% | $7,344-86.5% |