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 | $34,731 | $101,724-65.9% | $164,813-78.9% | $80,856-57.0% |
| Participation rate | 52.9% | 71.8%-19.0pp | 78.6%-25.7pp | 67.6%-14.8pp |
| Annual return | 11.60% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,533 | $2,953-48.1% | $4,341-64.7% | $2,755-44.4% |
| Participant deferral / active EE | $2,940 | $4,477-34.3% | $6,031-51.2% | $4,296-31.5% |
| Admin fee / account holder | $2,513 | $8,227-69.5% | $12,690-80.2% | $6,918-63.7% |