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 | $35,709 | $55,371-35.5% | $95,585-62.6% | $74,304-51.9% |
| Participation rate | 39.7% | 53.8%-14.2pp | 72.1%-32.4pp | 60.3%-20.7pp |
| Annual return | 14.78% | 24.26%-9.5pp | 38.56%-23.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $817 | $1,437-43.1% | $2,527-67.7% | $2,241-63.5% |
| Participant deferral / active EE | $2,557 | $2,955-13.5% | $4,023-36.4% | $3,767-32.1% |
| Admin fee / account holder | $2,020 | $2,620-22.9% | $6,127-67.0% | $2,969-32.0% |