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 | $49,085 | $59,101-16.9% | $77,163-36.4% | $75,163-34.7% |
| Participation rate | 47.5% | 63.9%-16.4pp | 69.6%-22.1pp | 67.2%-19.7pp |
| Annual return | 15.77% | 26.71%-10.9pp | 37.87%-22.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $993 | $1,995-50.2% | $2,535-60.8% | $2,670-62.8% |
| Participant deferral / active EE | $1,676 | $2,999-44.1% | $3,833-56.3% | $4,125-59.4% |
| Admin fee / account holder | $3,891 | $4,774-18.5% | $5,472-28.9% | $5,651-31.1% |