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 | $36,951 | $72,277-48.9% | $101,248-63.5% | $79,858-53.7% |
| Participation rate | 52.0% | 68.5%-16.5pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 15.36% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,786 | $2,692-33.6% | $3,660-51.2% | $2,471-27.7% |
| Participant deferral / active EE | $2,243 | $3,282-31.6% | $4,370-48.7% | $3,740-40.0% |
| Admin fee / account holder | $514 | $4,400-88.3% | $5,945-91.4% | $5,306-90.3% |