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 | $28,449 | $50,972-44.2% | $88,538-67.9% | $72,985-61.0% |
| Participation rate | 30.2% | 63.4%-33.2pp | 68.7%-38.5pp | 69.5%-39.3pp |
| Annual return | 19.67% | 29.62%-9.9pp | 43.64%-24.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $525 | $1,475-64.4% | $2,098-75.0% | $2,440-78.5% |
| Participant deferral / active EE | $1,602 | $2,230-28.2% | $2,914-45.0% | $3,607-55.6% |
| Admin fee / account holder | $6,878 | $3,230+112.9% | $4,310+59.6% | $5,124+34.2% |