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 | $50,753 | $83,477-39.2% | $125,175-59.5% | $72,985-30.5% |
| Participation rate | 61.0% | 73.3%-12.3pp | 79.8%-18.8pp | 69.5%-8.5pp |
| Annual return | 22.09% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $612 | $2,345-73.9% | $3,865-84.2% | $2,440-74.9% |
| Participant deferral / active EE | $2,556 | $3,585-28.7% | $4,937-48.2% | $3,607-29.2% |
| Admin fee / account holder | $1,177 | $5,517-78.7% | $9,702-87.9% | $5,124-77.0% |