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 | $28,799 | $56,277-48.8% | $80,975-64.4% | $62,891-54.2% |
| Participation rate | 59.6% | 69.0%-9.3pp | 75.8%-16.2pp | 69.3%-9.7pp |
| Annual return | 7.69% | 22.12%-14.4pp | 17.10%-9.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $558 | $1,943-71.3% | $3,714-85.0% | $2,281-75.5% |
| Participant deferral / active EE | $2,123 | $4,195-49.4% | $5,696-62.7% | $3,203-33.7% |
| Admin fee / account holder | $3,809 | $3,741+1.8% | $5,516-30.9% | $4,296-11.3% |