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 | $49,468 | $87,870-43.7% | $113,168-56.3% | $74,304-33.4% |
| Participation rate | 39.4% | 70.7%-31.3pp | 76.6%-37.1pp | 60.3%-20.9pp |
| Annual return | 15.88% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $742 | $2,277-67.4% | $2,975-75.1% | $2,241-66.9% |
| Participant deferral / active EE | $2,126 | $4,241-49.9% | $5,107-58.4% | $3,767-43.6% |
| Admin fee / account holder | $1,605 | $3,368-52.3% | $12,068-86.7% | $2,969-45.9% |