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 | $49,805 | $41,377+20.4% | $109,313-54.4% | $62,891-20.8% |
| Participation rate | 68.4% | 57.5%+10.9pp | 71.3%-2.8pp | 69.3%-0.9pp |
| Annual return | 6.41% | 11.05%-4.6pp | 22.07%-15.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $804 | $1,276-37.0% | $3,892-79.3% | $2,281-64.7% |
| Participant deferral / active EE | $2,022 | $2,045-1.1% | $3,166-36.2% | $3,203-36.9% |
| Admin fee / account holder | $1,160 | $2,884-59.8% | $5,666-79.5% | $4,296-73.0% |