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 | $33,277 | $68,914-51.7% | $136,749-75.7% | $74,304-55.2% |
| Participation rate | 33.0% | 51.3%-18.4pp | 72.1%-39.2pp | 60.3%-27.4pp |
| Annual return | 17.79% | 16.34%+1.4pp | 24.33%-6.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $973 | $1,561-37.7% | $3,400-71.4% | $2,241-56.6% |
| Participant deferral / active EE | $1,603 | $2,541-36.9% | $4,692-65.8% | $3,767-57.4% |
| Admin fee / account holder | $5,421 | $3,149+72.1% | $11,386-52.4% | $2,969+82.6% |