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 | $46,820 | $46,869-0.1% | $122,332-61.7% | $70,131-33.2% |
| Participation rate | 51.6% | 58.2%-6.6pp | 71.6%-20.0pp | 69.5%-17.9pp |
| Annual return | 21.36% | 24.22%-2.9pp | 30.27%-8.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $437 | $1,288-66.1% | $4,050-89.2% | $2,342-81.4% |
| Participant deferral / active EE | $2,573 | $2,166+18.7% | $3,287-21.7% | $3,332-22.8% |
| Admin fee / account holder | $1,513 | $3,322-54.5% | $5,478-72.4% | $4,645-67.4% |