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 | $44,990 | $37,426+20.2% | $77,482-41.9% | $79,858-43.7% |
| Participation rate | 27.7% | 41.5%-13.8pp | 54.2%-26.5pp | 69.6%-41.9pp |
| Annual return | 24.90% | 39.70%-14.8pp | 54.79%-29.9pp | 31.71%-6.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $516 | $1,260-59.0% | $1,861-72.3% | $3,740-86.2% |
| Admin fee / account holder | $1,802 | $2,504-28.1% | $2,858-37.0% | $5,306-66.0% |