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 | $24,667 | $45,035-45.2% | $62,995-60.8% | $70,131-64.8% |
| Participation rate | 56.8% | 69.5%-12.7pp | 74.8%-18.0pp | 69.5%-12.7pp |
| Annual return | 18.90% | 18.76%+0.1pp | 87.57%-68.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,363 | $2,051-33.5% | $2,759-50.6% | $2,342-41.8% |
| Participant deferral / active EE | $3,223 | $2,465+30.8% | $3,329-3.2% | $3,332-3.3% |
| Admin fee / account holder | $1,325 | $2,834-53.2% | $3,600-63.2% | $4,645-71.5% |