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 | $36,053 | $80,717-55.3% | $154,803-76.7% | $84,808-57.5% |
| Participation rate | 52.2% | 66.8%-14.6pp | 78.1%-25.9pp | 68.3%-16.1pp |
| Annual return | 16.22% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $593 | $2,761-78.5% | $4,305-86.2% | $2,631-77.4% |
| Participant deferral / active EE | $1,345 | $3,303-59.3% | $5,540-75.7% | $4,212-68.1% |
| Admin fee / account holder | $1,066 | $6,746-84.2% | $14,329-92.6% | $7,344-85.5% |