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 | $54,088 | $109,881-50.8% | $150,045-64.0% | $84,808-36.2% |
| Participation rate | 57.4% | 76.1%-18.7pp | 82.3%-25.0pp | 68.3%-11.0pp |
| Annual return | 19.33% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,566 | $3,561-56.0% | $4,693-66.6% | $2,631-40.5% |
| Participant deferral / active EE | $9,571 | $6,636+44.2% | $7,997+19.7% | $4,212+127.2% |
| Admin fee / account holder | $7,100 | $8,568-17.1% | $13,435-47.2% | $7,344-3.3% |