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 | $51,780 | $80,717-35.8% | $154,803-66.6% | $84,808-38.9% |
| Participation rate | 65.5% | 66.8%-1.3pp | 78.1%-12.6pp | 68.3%-2.8pp |
| Annual return | 16.75% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $920 | $2,761-66.7% | $4,305-78.6% | $2,631-65.0% |
| Participant deferral / active EE | $2,934 | $3,303-11.2% | $5,540-47.0% | $4,212-30.3% |
| Admin fee / account holder | $4,952 | $6,746-26.6% | $14,329-65.4% | $7,344-32.6% |