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 | $59,368 | $51,638+15.0% | $68,368-13.2% | $82,448-28.0% |
| Participation rate | 45.7% | 63.6%-17.9pp | 73.8%-28.0pp | 68.1%-22.3pp |
| Annual return | 15.78% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $954 | $2,047-53.4% | $2,649-64.0% | $2,551-62.6% |
| Participant deferral / active EE | $2,285 | $2,914-21.6% | $4,123-44.6% | $4,139-44.8% |
| Admin fee / account holder | $3,759 | $4,643-19.1% | $5,150-27.0% | $7,234-48.0% |