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 | $32,890 | $106,749-69.2% | $145,433-77.4% | $82,448-60.1% |
| Participation rate | 58.9% | 75.6%-16.7pp | 82.1%-23.2pp | 68.1%-9.1pp |
| Annual return | 19.72% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,113 | $3,444-67.7% | $4,554-75.6% | $2,551-56.4% |
| Participant deferral / active EE | $3,098 | $6,519-52.5% | $7,897-60.8% | $4,139-25.1% |
| Admin fee / account holder | $2,486 | $8,390-70.4% | $13,129-81.1% | $7,234-65.6% |