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 | $34,319 | $53,018-35.3% | $70,014-51.0% | $62,891-45.4% |
| Participation rate | 23.9% | 67.2%-43.3pp | 71.8%-47.9pp | 69.3%-45.4pp |
| Annual return | 10.19% | 13.35%-3.2pp | 12.99%-2.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $370 | $1,799-79.5% | $2,338-84.2% | $2,281-83.8% |
| Participant deferral / active EE | $1,800 | $2,395-24.9% | $2,931-38.6% | $3,203-43.8% |
| Admin fee / account holder | $5,191 | $3,690+40.7% | $4,380+18.5% | $4,296+20.8% |