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 | $51,987 | $74,927-30.6% | $101,794-48.9% | $84,808-38.7% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.2%-33.9pp | 68.3%-33.0pp |
| Annual return | 13.52% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $979 | $1,522-35.7% | $2,289-57.2% | $2,631-62.8% |
| Participant deferral / active EE | $1,330 | $3,099-57.1% | $4,084-67.4% | $4,212-68.4% |
| Admin fee / account holder | $5,144 | $6,514-21.0% | $8,777-41.4% | $7,344-30.0% |