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 | $43,485 | $56,423-22.9% | $77,163-43.6% | $71,457-39.1% |
| Participation rate | 31.1% | 64.3%-33.2pp | 69.6%-38.4pp | 67.9%-36.8pp |
| Annual return | 20.01% | 19.05%+1.0pp | 37.87%-17.9pp | 28.85%-8.8pp |
| Employer contribution / active EE | $904 | $1,866-51.6% | $2,535-64.4% | $2,588-65.1% |
| Participant deferral / active EE | $2,421 | $3,142-23.0% | $3,833-36.9% | $4,289-43.6% |
| Admin fee / account holder | $3,001 | $1,429+110.0% | $5,472-45.2% | $1,587+89.1% |