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 | $48,988 | $48,076+1.9% | $78,689-37.7% | $62,891-22.1% |
| Participation rate | 39.5% | 65.2%-25.7pp | 73.6%-34.0pp | 69.3%-29.8pp |
| Annual return | 7.80% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $946 | $2,015-53.0% | $2,851-66.8% | $2,281-58.5% |
| Participant deferral / active EE | $2,658 | $2,588+2.7% | $3,517-24.4% | $3,203-17.0% |
| Admin fee / account holder | $6,206 | $3,207+93.5% | $4,510+37.6% | $4,296+44.5% |