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 | $54,970 | $72,277-23.9% | $101,248-45.7% | $79,858-31.2% |
| Participation rate | 55.3% | 68.5%-13.1pp | 75.8%-20.5pp | 69.6%-14.3pp |
| Annual return | 19.66% | 22.30%-2.6pp | 46.47%-26.8pp | 31.71%-12.1pp |
| Employer contribution / active EE | $963 | $2,692-64.2% | $3,660-73.7% | $2,471-61.0% |
| Participant deferral / active EE | $2,308 | $3,282-29.7% | $4,370-47.2% | $3,740-38.3% |
| Admin fee / account holder | $365 | $4,400-91.7% | $5,945-93.9% | $5,306-93.1% |