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 | $37,151 | $54,762-32.2% | $90,281-58.8% | $72,985-49.1% |
| Participation rate | 56.8% | 65.1%-8.4pp | 73.3%-16.5pp | 69.5%-12.7pp |
| Annual return | 20.48% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $801 | $2,092-61.7% | $2,854-71.9% | $2,440-67.2% |
| Participant deferral / active EE | $2,643 | $2,887-8.4% | $3,885-32.0% | $3,607-26.7% |
| Admin fee / account holder | $5,303 | $3,972+33.5% | $5,351-0.9% | $5,124+3.5% |