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 | $49,290 | $71,057-30.6% | $93,654-47.4% | $80,874-39.1% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 14.52% | 11.26%+3.3pp | 133.34%-118.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $533 | $1,564-65.9% | $2,421-78.0% | $2,756-80.6% |
| Participant deferral / active EE | $2,855 | $4,034-29.2% | $4,413-35.3% | $4,297-33.6% |
| Admin fee / account holder | $1,129 | $6,944-83.7% | $8,282-86.4% | $6,935-83.7% |