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 | $49,993 | $73,933-32.4% | $96,683-48.3% | $75,163-33.5% |
| Participation rate | 65.6% | 66.4%-0.8pp | 74.3%-8.7pp | 67.2%-1.6pp |
| Annual return | 13.18% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $823 | $2,928-71.9% | $3,737-78.0% | $2,670-69.2% |
| Participant deferral / active EE | $1,481 | $3,659-59.5% | $4,878-69.7% | $4,125-64.1% |
| Admin fee / account holder | $1,034 | $5,216-80.2% | $6,730-84.6% | $5,651-81.7% |