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 | $27,550 | $60,349-54.3% | $74,183-62.9% | $62,891-56.2% |
| Participation rate | 67.8% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.5pp |
| Annual return | 8.15% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,620 | $1,680-3.6% | $2,370-31.7% | $2,281-29.0% |
| Participant deferral / active EE | $2,921 | $2,856+2.3% | $3,550-17.7% | $3,203-8.8% |
| Admin fee / account holder | $1,443 | $4,261-66.1% | $5,586-74.2% | $4,296-66.4% |