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 | $37,303 | $54,762-31.9% | $90,281-58.7% | $72,985-48.9% |
| Participation rate | 49.1% | 65.1%-16.0pp | 73.3%-24.1pp | 69.5%-20.4pp |
| Annual return | 27.87% | 30.63%-2.8pp | 78.10%-50.2pp | 81.00%-53.1pp |
| Employer contribution / active EE | $1,370 | $2,092-34.5% | $2,854-52.0% | $2,440-43.9% |
| Participant deferral / active EE | $2,347 | $2,887-18.7% | $3,885-39.6% | $3,607-35.0% |
| Admin fee / account holder | $2,629 | $3,972-33.8% | $5,351-50.9% | $5,124-48.7% |