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 | $28,160 | $51,315-45.1% | $95,745-70.6% | $71,457-60.6% |
| Participation rate | 35.8% | 63.0%-27.2pp | 72.3%-36.5pp | 67.9%-32.1pp |
| Annual return | 17.38% | 25.26%-7.9pp | 28.35%-11.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,382 | $1,819-24.0% | $2,835-51.2% | $2,588-46.6% |
| Participant deferral / active EE | $2,708 | $3,358-19.3% | $4,245-36.2% | $4,289-36.9% |
| Admin fee / account holder | $1,786 | $1,137+57.0% | $5,678-68.6% | $1,587+12.5% |