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 | $29,484 | $69,977-57.9% | $108,579-72.8% | $62,891-53.1% |
| Participation rate | 51.3% | 72.9%-21.6pp | 79.6%-28.3pp | 69.3%-18.0pp |
| Annual return | 9.62% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $958 | $2,135-55.1% | $3,758-74.5% | $2,281-58.0% |
| Participant deferral / active EE | $2,379 | $3,165-24.8% | $4,311-44.8% | $3,203-25.7% |
| Admin fee / account holder | $1,464 | $5,076-71.2% | $7,645-80.9% | $4,296-65.9% |