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 | $38,077 | $58,828-35.3% | $77,999-51.2% | $62,891-39.5% |
| Participation rate | 45.2% | 71.1%-25.9pp | 75.5%-30.4pp | 69.3%-24.1pp |
| Annual return | 11.54% | 17.16%-5.6pp | 425.96%-414.4pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,569 | $1,672-6.2% | $2,470-36.5% | $2,281-31.2% |
| Participant deferral / active EE | $2,018 | $2,686-24.9% | $3,497-42.3% | $3,203-37.0% |
| Admin fee / account holder | $2,369 | $4,393-46.1% | $5,480-56.8% | $4,296-44.9% |