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 | $24,566 | $63,764-61.5% | $81,930-70.0% | $79,858-69.2% |
| Participation rate | 46.7% | 67.5%-20.8pp | 72.0%-25.3pp | 69.6%-23.0pp |
| Annual return | 17.00% | 22.66%-5.7pp | 29.49%-12.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $903 | $1,795-49.7% | $4,310-79.1% | $2,471-63.5% |
| Participant deferral / active EE | $1,874 | $2,780-32.6% | $7,107-73.6% | $3,740-49.9% |
| Admin fee / account holder | $2,706 | $4,426-38.9% | $5,158-47.5% | $5,306-49.0% |