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 | $36,970 | $54,590-32.3% | $81,930-54.9% | $73,488-49.7% |
| Participation rate | 44.2% | 68.3%-24.1pp | 72.0%-27.8pp | 70.7%-26.4pp |
| Annual return | 24.19% | 17.74%+6.5pp | 29.49%-5.3pp | 28.51%-4.3pp |
| Employer contribution / active EE | $1,120 | $1,636-31.6% | $4,310-74.0% | $2,270-50.7% |
| Participant deferral / active EE | $2,518 | $2,759-8.7% | $7,107-64.6% | $3,740-32.7% |
| Admin fee / account holder | $2,300 | $592+288.5% | $5,158-55.4% | $513+348.3% |