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 | $38,867 | $48,046-19.1% | $84,611-54.1% | $72,985-46.7% |
| Participation rate | 46.9% | 57.6%-10.7pp | 68.2%-21.4pp | 69.5%-22.6pp |
| Annual return | 24.85% | 37.38%-12.5pp | 258.74%-233.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,382 | $1,602-13.7% | $2,652-47.9% | $2,440-43.3% |
| Participant deferral / active EE | $2,689 | $2,680+0.3% | $3,899-31.0% | $3,607-25.5% |
| Admin fee / account holder | $1,887 | $3,395-44.4% | $4,912-61.6% | $5,124-63.2% |