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 | $38,591 | $54,762-29.5% | $90,281-57.3% | $72,985-47.1% |
| Participation rate | 31.9% | 65.1%-33.3pp | 73.3%-41.4pp | 69.5%-37.6pp |
| Annual return | 25.35% | 30.63%-5.3pp | 78.10%-52.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $903 | $2,092-56.8% | $2,854-68.4% | $2,440-63.0% |
| Participant deferral / active EE | $1,920 | $2,887-33.5% | $3,885-50.6% | $3,607-46.8% |
| Admin fee / account holder | $2,881 | $3,972-27.5% | $5,351-46.2% | $5,124-43.8% |