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 | $28,993 | $68,719-57.8% | $91,541-68.3% | $84,808-65.8% |
| Participation rate | 37.2% | 64.5%-27.3pp | 69.8%-32.6pp | 68.3%-31.1pp |
| Annual return | 16.58% | 19.12%-2.5pp | 20.50%-3.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $494 | $1,920-74.3% | $2,505-80.3% | $2,631-81.2% |
| Participant deferral / active EE | $1,508 | $3,136-51.9% | $4,008-62.4% | $4,212-64.2% |
| Admin fee / account holder | $599 | $5,786-89.6% | $6,956-91.4% | $7,344-91.8% |