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 | $33,659 | $63,764-47.2% | $81,930-58.9% | $79,858-57.9% |
| Participation rate | 53.3% | 67.5%-14.2pp | 72.0%-18.7pp | 69.6%-16.3pp |
| Annual return | 18.82% | 22.66%-3.8pp | 29.49%-10.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,495 | $1,795-16.7% | $4,310-65.3% | $2,471-39.5% |
| Participant deferral / active EE | $3,887 | $2,780+39.8% | $7,107-45.3% | $3,740+3.9% |
| Admin fee / account holder | $8,892 | $4,426+100.9% | $5,158+72.4% | $5,306+67.6% |