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 5-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 | $52,662 | $51,175+2.9% | $70,515-25.3% | $75,163-29.9% |
| Participation rate | 46.4% | 60.9%-14.5pp | 68.3%-21.9pp | 67.2%-20.8pp |
| Annual return | 16.00% | 30.02%-14.0pp | 32.77%-16.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $623 | $1,826-65.9% | $2,973-79.1% | $2,670-76.7% |
| Participant deferral / active EE | $1,996 | $2,849-30.0% | $4,567-56.3% | $4,125-51.6% |
| Admin fee / account holder | $330 | $4,091-91.9% | $6,412-94.9% | $5,651-94.2% |