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 | $35,799 | $81,233-55.9% | $155,567-77.0% | $80,874-55.7% |
| Participation rate | 63.7% | 66.2%-2.5pp | 78.2%-14.4pp | 67.6%-3.9pp |
| Annual return | 14.41% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,001 | $3,101-35.5% | $4,674-57.2% | $2,756-27.4% |
| Participant deferral / active EE | $3,455 | $3,452+0.1% | $5,628-38.6% | $4,297-19.6% |
| Admin fee / account holder | $2,828 | $7,998-64.6% | $15,916-82.2% | $6,935-59.2% |