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 | $34,126 | $81,460-58.1% | $103,333-67.0% | $80,856-57.8% |
| Participation rate | 55.2% | 66.8%-11.6pp | 74.5%-19.3pp | 67.6%-12.4pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,084 | $3,105-65.1% | $3,868-72.0% | $2,755-60.6% |
| Participant deferral / active EE | $2,607 | $3,869-32.6% | $5,057-48.5% | $4,296-39.3% |
| Admin fee / account holder | $4,710 | $6,566-28.3% | $8,355-43.6% | $6,918-31.9% |