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 | $53,423 | $48,076+11.1% | $78,689-32.1% | $62,891-15.1% |
| Participation rate | 55.8% | 65.2%-9.4pp | 73.6%-17.7pp | 69.3%-13.5pp |
| Annual return | 8.25% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,246 | $2,015-38.2% | $2,851-56.3% | $2,281-45.4% |
| Participant deferral / active EE | $2,321 | $2,588-10.3% | $3,517-34.0% | $3,203-27.5% |
| Admin fee / account holder | $722 | $3,207-77.5% | $4,510-84.0% | $4,296-83.2% |