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 | $36,021 | $58,828-38.8% | $77,999-53.8% | $62,891-42.7% |
| Participation rate | 52.3% | 71.1%-18.8pp | 75.5%-23.2pp | 69.3%-17.0pp |
| Annual return | 7.20% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $409 | $1,672-75.5% | $2,470-83.4% | $2,281-82.1% |
| Participant deferral / active EE | $2,507 | $2,686-6.7% | $3,497-28.3% | $3,203-21.7% |
| Admin fee / account holder | $1,512 | $4,393-65.6% | $5,480-72.4% | $4,296-64.8% |