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 | $27,733 | $58,851-52.9% | $115,157-75.9% | $72,985-62.0% |
| Participation rate | 43.8% | 65.5%-21.8pp | 75.9%-32.2pp | 69.5%-25.7pp |
| Annual return | 17.17% | 23.16%-6.0pp | 35.60%-18.4pp | 81.00%-63.8pp |
| Employer contribution / active EE | $999 | $1,798-44.4% | $3,179-68.6% | $2,440-59.0% |
| Participant deferral / active EE | $1,962 | $2,643-25.8% | $4,168-52.9% | $3,607-45.6% |
| Admin fee / account holder | $402 | $6,370-93.7% | $7,088-94.3% | $5,124-92.2% |