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 | $64,305 | $74,927-14.2% | $101,794-36.8% | $84,808-24.2% |
| Participation rate | 48.9% | 61.4%-12.5pp | 69.2%-20.2pp | 68.3%-19.4pp |
| Annual return | 14.27% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $759 | $1,522-50.2% | $2,289-66.9% | $2,631-71.2% |
| Participant deferral / active EE | $2,038 | $3,099-34.2% | $4,084-50.1% | $4,212-51.6% |
| Admin fee / account holder | $6,339 | $6,514-2.7% | $8,777-27.8% | $7,344-13.7% |