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 | $49,404 | $46,869+5.4% | $122,332-59.6% | $70,131-29.6% |
| Participation rate | 56.3% | 58.2%-1.9pp | 71.6%-15.3pp | 69.5%-13.2pp |
| Annual return | 17.33% | 24.22%-6.9pp | 30.27%-12.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $659 | $1,288-48.8% | $4,050-83.7% | $2,342-71.9% |
| Participant deferral / active EE | $2,124 | $2,166-1.9% | $3,287-35.4% | $3,332-36.2% |
| Admin fee / account holder | $881 | $3,322-73.5% | $5,478-83.9% | $4,645-81.0% |