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 | $32,493 | $57,590-43.6% | $86,233-62.3% | $82,448-60.6% |
| Participation rate | 55.2% | 57.9%-2.7pp | 69.0%-13.8pp | 68.1%-12.9pp |
| Annual return | 20.21% | 22.41%-2.2pp | 61.39%-41.2pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,576 | $1,655-4.8% | $2,504-37.1% | $2,551-38.2% |
| Participant deferral / active EE | $2,827 | $3,080-8.2% | $4,559-38.0% | $4,139-31.7% |
| Admin fee / account holder | $1,292 | $4,730-72.7% | $8,342-84.5% | $7,234-82.1% |