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 | $61,393 | $67,894-9.6% | $89,340-31.3% | $82,448-25.5% |
| Participation rate | 21.6% | 64.0%-42.5pp | 69.6%-48.0pp | 68.1%-46.5pp |
| Annual return | 14.78% | 19.21%-4.4pp | 20.57%-5.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $770 | $1,828-57.9% | $2,231-65.5% | $2,551-69.8% |
| Participant deferral / active EE | $1,457 | $3,072-52.6% | $3,823-61.9% | $4,139-64.8% |
| Admin fee / account holder | $25,660 | $5,723+348.4% | $6,704+282.8% | $7,234+254.7% |