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 | $41,241 | $76,407-46.0% | $150,298-72.6% | $82,448-50.0% |
| Participation rate | 35.2% | 66.4%-31.2pp | 77.8%-42.5pp | 68.1%-32.9pp |
| Annual return | 18.68% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,169 | $2,614-55.3% | $4,154-71.9% | $2,551-54.2% |
| Participant deferral / active EE | $2,169 | $3,214-32.5% | $5,453-60.2% | $4,139-47.6% |
| Admin fee / account holder | $412 | $6,352-93.5% | $14,116-97.1% | $7,234-94.3% |