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 | $26,626 | $45,343-41.3% | $150,298-82.3% | $67,986-60.8% |
| Participation rate | 43.7% | 51.9%-8.2pp | 77.8%-34.1pp | 57.2%-13.5pp |
| Annual return | 13.31% | 33.28%-20.0pp | 62.79%-49.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $1,078 | $1,462-26.3% | $4,154-74.1% | $2,019-46.6% |
| Participant deferral / active EE | $1,246 | $2,055-39.4% | $5,453-77.2% | $3,358-62.9% |
| Admin fee / account holder | $1,289 | $2,250-42.7% | $14,116-90.9% | $3,203-59.8% |