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 | $43,468 | $45,343-4.1% | $150,298-71.1% | $67,986-36.1% |
| Participation rate | 37.5% | 51.9%-14.4pp | 77.8%-40.3pp | 57.2%-19.7pp |
| Annual return | 16.59% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $726 | $1,462-50.4% | $4,154-82.5% | $2,019-64.1% |
| Participant deferral / active EE | $1,169 | $2,055-43.1% | $5,453-78.6% | $3,358-65.2% |
| Admin fee / account holder | $3,268 | $2,250+45.3% | $14,116-76.8% | $3,203+2.0% |