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 | $50,458 | $50,958-1.0% | $74,550-32.3% | $64,186-21.4% |
| Participation rate | 38.0% | 61.1%-23.1pp | 69.1%-31.1pp | 69.6%-31.6pp |
| Annual return | 5.04% | -1.86%+6.9pp | 32.53%-27.5pp | 7.63%-2.6pp |
| Employer contribution / active EE | $600 | $1,115-46.2% | $1,961-69.4% | $2,381-74.8% |
| Participant deferral / active EE | $1,140 | $2,301-50.5% | $3,108-63.3% | $3,470-67.2% |
| Admin fee / account holder | $1,160 | $4,223-72.5% | $5,060-77.1% | $4,888-76.3% |