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 | $54,008 | $64,480-16.2% | $81,382-33.6% | $80,856-33.2% |
| Participation rate | 23.4% | 63.9%-40.5pp | 69.5%-46.1pp | 67.6%-44.2pp |
| Annual return | 12.64% | 16.34%-3.7pp | 24.73%-12.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $489 | $1,978-75.3% | $2,463-80.2% | $2,755-82.3% |
| Participant deferral / active EE | $1,664 | $3,094-46.2% | $3,883-57.1% | $4,296-61.3% |
| Admin fee / account holder | $420 | $5,671-92.6% | $5,768-92.7% | $6,918-93.9% |