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 | $47,729 | $54,541-12.5% | $78,778-39.4% | $70,131-31.9% |
| Participation rate | 51.4% | 60.8%-9.4pp | 69.2%-17.8pp | 69.5%-18.2pp |
| Annual return | 18.13% | 21.07%-2.9pp | 35.62%-17.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $771 | $1,089-29.2% | $1,986-61.2% | $2,342-67.1% |
| Participant deferral / active EE | $1,858 | $2,210-16.0% | $2,958-37.2% | $3,332-44.2% |
| Admin fee / account holder | $2,190 | $3,709-41.0% | $5,134-57.3% | $4,645-52.9% |