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 | $48,648 | $74,927-35.1% | $101,794-52.2% | $84,808-42.6% |
| Participation rate | 45.8% | 61.4%-15.6pp | 69.2%-23.4pp | 68.3%-22.5pp |
| Annual return | 19.35% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,354 | $1,522-11.0% | $2,289-40.8% | $2,631-48.5% |
| Participant deferral / active EE | $2,441 | $3,099-21.2% | $4,084-40.2% | $4,212-42.0% |
| Admin fee / account holder | $1,061 | $6,514-83.7% | $8,777-87.9% | $7,344-85.5% |