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 | $47,226 | $66,098-28.6% | $101,794-53.6% | $74,304-36.4% |
| Participation rate | 26.1% | 53.8%-27.7pp | 69.2%-43.1pp | 60.3%-34.3pp |
| Annual return | 15.47% | 19.59%-4.1pp | 30.53%-15.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $538 | $1,082-50.3% | $2,289-76.5% | $2,241-76.0% |
| Participant deferral / active EE | $1,312 | $2,781-52.8% | $4,084-67.9% | $3,767-65.2% |
| Admin fee / account holder | $4,868 | $4,146+17.4% | $8,777-44.5% | $2,969+64.0% |