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 | $39,886 | $109,413-63.5% | $156,263-74.5% | $84,808-53.0% |
| Participation rate | 31.7% | 72.7%-41.0pp | 78.9%-47.2pp | 68.3%-36.6pp |
| Annual return | 20.24% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,042 | $2,907-64.1% | $4,333-75.9% | $2,631-60.4% |
| Participant deferral / active EE | $2,110 | $4,590-54.0% | $6,158-65.7% | $4,212-49.9% |
| Admin fee / account holder | $898 | $9,357-90.4% | $14,255-93.7% | $7,344-87.8% |