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 | $54,399 | $60,892-10.7% | $82,389-34.0% | $84,808-35.9% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.3%-28.3pp |
| Annual return | 15.59% | 37.29%-21.7pp | 28.67%-13.1pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,065 | $1,779-40.2% | $2,517-57.7% | $2,631-59.5% |
| Participant deferral / active EE | $1,533 | $3,179-51.8% | $4,155-63.1% | $4,212-63.6% |
| Admin fee / account holder | $1,506 | $5,467-72.5% | $7,231-79.2% | $7,344-79.5% |