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 | $49,399 | $101,724-51.4% | $164,813-70.0% | $80,856-38.9% |
| Participation rate | 58.5% | 71.8%-13.4pp | 78.6%-20.1pp | 67.6%-9.2pp |
| Annual return | 17.83% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $895 | $2,953-69.7% | $4,341-79.4% | $2,755-67.5% |
| Participant deferral / active EE | $2,185 | $4,477-51.2% | $6,031-63.8% | $4,296-49.1% |
| Admin fee / account holder | $3,012 | $8,227-63.4% | $12,690-76.3% | $6,918-56.5% |