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 | $44,138 | $46,869-5.8% | $122,332-63.9% | $70,131-37.1% |
| Participation rate | 30.8% | 58.2%-27.4pp | 71.6%-40.9pp | 69.5%-38.8pp |
| Annual return | 14.03% | 24.22%-10.2pp | 30.27%-16.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,611 | $1,288+25.1% | $4,050-60.2% | $2,342-31.2% |
| Participant deferral / active EE | $2,556 | $2,166+18.0% | $3,287-22.2% | $3,332-23.3% |
| Admin fee / account holder | $4,970 | $3,322+49.6% | $5,478-9.3% | $4,645+7.0% |