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 | $46,736 | $80,717-42.1% | $154,803-69.8% | $84,808-44.9% |
| Participation rate | 48.3% | 66.8%-18.5pp | 78.1%-29.8pp | 68.3%-20.0pp |
| Annual return | 27.39% | 37.96%-10.6pp | 58.88%-31.5pp | 40.90%-13.5pp |
| Employer contribution / active EE | $341 | $2,761-87.7% | $4,305-92.1% | $2,631-87.1% |
| Participant deferral / active EE | $3,405 | $3,303+3.1% | $5,540-38.5% | $4,212-19.1% |
| Admin fee / account holder | $2,428 | $6,746-64.0% | $14,329-83.1% | $7,344-66.9% |