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 | $48,481 | $67,606-28.3% | $82,313-41.1% | $70,131-30.9% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.9%-23.3pp | 69.5%-16.0pp |
| Annual return | 15.26% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $941 | $1,755-46.4% | $2,428-61.2% | $2,342-59.8% |
| Participant deferral / active EE | $1,892 | $2,987-36.7% | $3,706-49.0% | $3,332-43.2% |
| Admin fee / account holder | $2,390 | $4,512-47.0% | $5,608-57.4% | $4,645-48.6% |