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 | $49,339 | $84,233-41.4% | $170,442-71.1% | $70,131-29.6% |
| Participation rate | 64.1% | 70.8%-6.7pp | 83.6%-19.5pp | 69.5%-5.4pp |
| Annual return | 21.08% | 23.06%-2.0pp | 205.93%-184.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,050 | $3,387-39.5% | $5,433-62.3% | $2,342-12.5% |
| Participant deferral / active EE | $3,452 | $3,086+11.9% | $4,939-30.1% | $3,332+3.6% |
| Admin fee / account holder | $355 | $5,698-93.8% | $13,880-97.4% | $4,645-92.4% |