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 | $38,944 | $60,892-36.0% | $82,389-52.7% | $84,808-54.1% |
| Participation rate | 63.4% | 63.3%+0.1pp | 69.5%-6.1pp | 68.3%-4.9pp |
| Annual return | 14.19% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $501 | $1,779-71.9% | $2,517-80.1% | $2,631-81.0% |
| Participant deferral / active EE | $2,402 | $3,179-24.4% | $4,155-42.2% | $4,212-43.0% |
| Admin fee / account holder | $2,273 | $5,467-58.4% | $7,231-68.6% | $7,344-69.1% |