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 | $33,648 | $39,122-14.0% | $57,179-41.2% | $62,891-46.5% |
| Participation rate | 48.1% | 70.5%-22.4pp | 75.3%-27.2pp | 69.3%-21.2pp |
| Annual return | 12.87% | 9.23%+3.6pp | 14.59%-1.7pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,010 | $1,874-46.1% | $2,682-62.3% | $2,281-55.7% |
| Participant deferral / active EE | $2,383 | $2,374+0.4% | $3,096-23.0% | $3,203-25.6% |
| Admin fee / account holder | $1,395 | $2,592-46.2% | $3,139-55.6% | $4,296-67.5% |