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 | $22,847 | $58,627-61.0% | $76,735-70.2% | $82,448-72.3% |
| Participation rate | 58.1% | 63.2%-5.2pp | 69.5%-11.4pp | 68.1%-10.0pp |
| Annual return | 18.07% | 39.10%-21.0pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,802 | $1,729+4.2% | $2,454-26.6% | $2,551-29.3% |
| Participant deferral / active EE | $6,518 | $3,134+108.0% | $4,088+59.5% | $4,139+57.5% |
| Admin fee / account holder | $442 | $5,323-91.7% | $7,189-93.9% | $7,234-93.9% |