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 | $50,211 | $54,762-8.3% | $90,281-44.4% | $72,985-31.2% |
| Participation rate | 44.4% | 65.1%-20.7pp | 73.3%-28.8pp | 69.5%-25.0pp |
| Annual return | 16.63% | 30.63%-14.0pp | 78.10%-61.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $507 | $2,092-75.8% | $2,854-82.2% | $2,440-79.2% |
| Participant deferral / active EE | $1,188 | $2,887-58.9% | $3,885-69.4% | $3,607-67.1% |
| Admin fee / account holder | $5,595 | $3,972+40.9% | $5,351+4.6% | $5,124+9.2% |