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 | $39,848 | $65,041-38.7% | $90,951-56.2% | $79,858-50.1% |
| Participation rate | 54.5% | 61.6%-7.1pp | 69.0%-14.5pp | 69.6%-15.1pp |
| Annual return | 16.80% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $926 | $1,247-25.8% | $2,122-56.4% | $2,471-62.5% |
| Participant deferral / active EE | $1,582 | $2,512-37.0% | $3,373-53.1% | $3,740-57.7% |
| Admin fee / account holder | $7,828 | $4,536+72.6% | $5,959+31.4% | $5,306+47.5% |