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 | $56,347 | $80,717-30.2% | $154,803-63.6% | $84,808-33.6% |
| Participation rate | 26.0% | 66.8%-40.8pp | 78.1%-52.0pp | 68.3%-42.3pp |
| Annual return | 19.29% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $596 | $2,761-78.4% | $4,305-86.2% | $2,631-77.4% |
| Participant deferral / active EE | $2,720 | $3,303-17.6% | $5,540-50.9% | $4,212-35.4% |
| Admin fee / account holder | $6,865 | $6,746+1.8% | $14,329-52.1% | $7,344-6.5% |