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 | $33,479 | $58,512-42.8% | $84,015-60.2% | $72,985-54.1% |
| Participation rate | 53.8% | 61.2%-7.4pp | 69.0%-15.2pp | 69.5%-15.6pp |
| Annual return | 23.49% | 28.93%-5.4pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $262 | $1,163-77.5% | $1,983-86.8% | $2,440-89.3% |
| Participant deferral / active EE | $1,661 | $2,394-30.6% | $3,239-48.7% | $3,607-54.0% |
| Admin fee / account holder | $1,840 | $4,569-59.7% | $6,101-69.8% | $5,124-64.1% |