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 | $47,242 | $65,365-27.7% | $92,893-49.1% | $72,985-35.3% |
| Participation rate | 45.2% | 68.3%-23.2pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 23.96% | 42.10%-18.1pp | 109.41%-85.5pp | 81.00%-57.0pp |
| Employer contribution / active EE | $799 | $2,594-69.2% | $3,653-78.1% | $2,440-67.2% |
| Participant deferral / active EE | $2,412 | $3,128-22.9% | $4,236-43.1% | $3,607-33.1% |
| Admin fee / account holder | $5,527 | $4,251+30.0% | $5,794-4.6% | $5,124+7.9% |