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 | $40,509 | $73,933-45.2% | $96,683-58.1% | $75,163-46.1% |
| Participation rate | 45.2% | 66.4%-21.3pp | 74.3%-29.2pp | 67.2%-22.0pp |
| Annual return | 23.70% | 26.70%-3.0pp | 35.69%-12.0pp | 160.62%-136.9pp |
| Employer contribution / active EE | $800 | $2,928-72.7% | $3,737-78.6% | $2,670-70.0% |
| Participant deferral / active EE | $2,504 | $3,659-31.6% | $4,878-48.7% | $4,125-39.3% |
| Admin fee / account holder | $2,154 | $5,216-58.7% | $6,730-68.0% | $5,651-61.9% |