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 | $32,422 | $53,127-39.0% | $86,590-62.6% | $70,131-53.8% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 15.09% | 27.66%-12.6pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,953 | $2,068-5.6% | $2,839-31.2% | $2,342-16.6% |
| Participant deferral / active EE | $2,511 | $2,696-6.9% | $3,609-30.4% | $3,332-24.6% |
| Admin fee / account holder | $2,884 | $3,585-19.6% | $4,906-41.2% | $4,645-37.9% |