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 | $38,351 | $87,013-55.9% | $106,213-63.9% | $80,856-52.6% |
| Participation rate | 65.9% | 70.4%-4.6pp | 75.3%-9.4pp | 67.6%-1.8pp |
| Annual return | 13.09% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,791 | $2,395-25.2% | $3,171-43.5% | $2,755-35.0% |
| Participant deferral / active EE | $2,329 | $3,986-41.6% | $5,016-53.6% | $4,296-45.8% |
| Admin fee / account holder | $1,171 | $8,431-86.1% | $11,033-89.4% | $6,918-83.1% |