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 | $29,600 | $58,512-49.4% | $84,015-64.8% | $72,985-59.4% |
| Participation rate | 51.6% | 61.2%-9.6pp | 69.0%-17.4pp | 69.5%-17.9pp |
| Annual return | 22.49% | 28.93%-6.4pp | 71.31%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,397 | $1,163+20.1% | $1,983-29.6% | $2,440-42.7% |
| Participant deferral / active EE | $1,958 | $2,394-18.2% | $3,239-39.5% | $3,607-45.7% |
| Admin fee / account holder | $2,538 | $4,569-44.4% | $6,101-58.4% | $5,124-50.5% |