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 | $46,994 | $48,076-2.3% | $78,689-40.3% | $62,891-25.3% |
| Participation rate | 41.7% | 65.2%-23.5pp | 73.6%-31.9pp | 69.3%-27.6pp |
| Annual return | 25.62% | 31.35%-5.7pp | 62.18%-36.6pp | 20.14%+5.5pp |
| Employer contribution / active EE | $593 | $2,015-70.6% | $2,851-79.2% | $2,281-74.0% |
| Participant deferral / active EE | $1,071 | $2,588-58.6% | $3,517-69.6% | $3,203-66.6% |
| Admin fee / account holder | $6,765 | $3,207+110.9% | $4,510+50.0% | $4,296+57.5% |