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 | $76,407-26.3% | $150,298-62.5% | $82,448-31.7% |
| Participation rate | 26.0% | 66.4%-40.4pp | 77.8%-51.7pp | 68.1%-42.0pp |
| Annual return | 19.29% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $596 | $2,614-77.2% | $4,154-85.7% | $2,551-76.6% |
| Participant deferral / active EE | $2,720 | $3,214-15.4% | $5,453-50.1% | $4,139-34.3% |
| Admin fee / account holder | $6,865 | $6,352+8.1% | $14,116-51.4% | $7,234-5.1% |