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 | $45,484 | $59,839-24.0% | $81,983-44.5% | $79,858-43.0% |
| Participation rate | 43.3% | 61.6%-18.3pp | 69.2%-26.0pp | 69.6%-26.3pp |
| Annual return | 11.27% | 17.56%-6.3pp | 41.31%-30.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $345 | $1,713-79.8% | $2,498-86.2% | $2,471-86.0% |
| Participant deferral / active EE | $1,849 | $2,695-31.4% | $3,722-50.3% | $3,740-50.6% |
| Admin fee / account holder | $3,255 | $4,287-24.1% | $5,664-42.5% | $5,306-38.7% |