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 | $38,059 | $77,896-51.1% | $134,172-71.6% | $82,448-53.8% |
| Participation rate | 59.5% | 62.8%-3.3pp | 72.5%-13.0pp | 68.1%-8.6pp |
| Annual return | 24.91% | 18.21%+6.7pp | 25.30%-0.4pp | 41.64%-16.7pp |
| Employer contribution / active EE | $771 | $2,159-64.3% | $3,420-77.4% | $2,551-69.8% |
| Participant deferral / active EE | $2,105 | $3,162-33.4% | $4,690-55.1% | $4,139-49.1% |
| Admin fee / account holder | $5,180 | $6,336-18.2% | $12,016-56.9% | $7,234-28.4% |