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 | $56,610 | $106,515-46.9% | $96,683-41.4% | $139,434-59.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 19.05% | 38.43%-19.4pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $928 | $4,103-77.4% | $3,737-75.2% | $4,751-80.5% |
| Participant deferral / active EE | $2,226 | $5,454-59.2% | $4,878-54.4% | $6,710-66.8% |
| Admin fee / account holder | $1,477 | $7,877-81.3% | $6,730-78.1% | $11,403-87.1% |