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 | $47,736 | $72,492-34.1% | $87,100-45.2% | $72,985-34.6% |
| Participation rate | 57.3% | 72.8%-15.5pp | 76.9%-19.6pp | 69.5%-12.2pp |
| Annual return | 22.29% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $649 | $1,894-65.7% | $2,521-74.3% | $2,440-73.4% |
| Participant deferral / active EE | $2,391 | $3,270-26.9% | $4,049-40.9% | $3,607-33.7% |
| Admin fee / account holder | $1,352 | $5,055-73.3% | $7,497-82.0% | $5,124-73.6% |