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 | $45,849 | $49,915-8.1% | $154,803-70.4% | $74,304-38.3% |
| Participation rate | 27.4% | 54.0%-26.6pp | 78.1%-50.7pp | 60.3%-33.0pp |
| Annual return | 17.29% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $391 | $1,611-75.7% | $4,305-90.9% | $2,241-82.5% |
| Participant deferral / active EE | $935 | $2,255-58.5% | $5,540-83.1% | $3,767-75.2% |
| Admin fee / account holder | $4,185 | $2,189+91.2% | $14,329-70.8% | $2,969+40.9% |