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 | $49,084 | $73,933-33.6% | $96,683-49.2% | $75,163-34.7% |
| Participation rate | 57.6% | 66.4%-8.8pp | 74.3%-16.8pp | 67.2%-9.6pp |
| Annual return | 16.71% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,067 | $2,928-63.6% | $3,737-71.5% | $2,670-60.0% |
| Participant deferral / active EE | $1,474 | $3,659-59.7% | $4,878-69.8% | $4,125-64.3% |
| Admin fee / account holder | $1,009 | $5,216-80.7% | $6,730-85.0% | $5,651-82.1% |