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 | $31,123 | $64,909-52.1% | $82,313-62.2% | $62,292-50.0% |
| Participation rate | 47.8% | 74.9%-27.1pp | 76.9%-29.1pp | 69.5%-21.7pp |
| Annual return | 18.77% | 21.18%-2.4pp | 25.88%-7.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $835 | $1,676-50.2% | $2,428-65.6% | $2,042-59.1% |
| Participant deferral / active EE | $1,585 | $3,103-48.9% | $3,706-57.2% | $3,169-50.0% |
| Admin fee / account holder | $1,829 | $440+316.2% | $5,608-67.4% | $479+281.7% |