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 | $39,028 | $24,730+57.8% | $66,042-40.9% | $84,808-54.0% |
| Participation rate | 54.4% | 68.1%-13.7pp | 67.5%-13.1pp | 68.3%-13.9pp |
| Annual return | 14.17% | 79.55%-65.4pp | 52.11%-37.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $666 | $857-22.3% | $1,579-57.8% | $2,631-74.7% |
| Participant deferral / active EE | $2,150 | $1,737+23.8% | $2,835-24.2% | $4,212-48.9% |
| Admin fee / account holder | $1,713 | $3,014-43.2% | $5,747-70.2% | $7,344-76.7% |