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 | $49,506 | $54,762-9.6% | $90,281-45.2% | $72,985-32.2% |
| Participation rate | 36.8% | 65.1%-28.3pp | 73.3%-36.4pp | 69.5%-32.6pp |
| Annual return | 30.19% | 30.63%-0.4pp | 78.10%-47.9pp | 81.00%-50.8pp |
| Employer contribution / active EE | $406 | $2,092-80.6% | $2,854-85.8% | $2,440-83.3% |
| Participant deferral / active EE | $2,652 | $2,887-8.1% | $3,885-31.7% | $3,607-26.5% |
| Admin fee / account holder | $989 | $3,972-75.1% | $5,351-81.5% | $5,124-80.7% |