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 | $32,598 | $63,114-48.4% | $92,893-64.9% | $65,185-50.0% |
| Participation rate | 59.3% | 68.8%-9.4pp | 76.0%-16.7pp | 70.2%-10.9pp |
| Annual return | 23.86% | 28.75%-4.9pp | 109.41%-85.6pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,450 | $2,571-43.6% | $3,653-60.3% | $2,177-33.4% |
| Participant deferral / active EE | $2,670 | $3,108-14.1% | $4,236-37.0% | $3,514-24.0% |
| Admin fee / account holder | $1,333 | $624+113.7% | $5,794-77.0% | $847+57.3% |