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 | $27,053 | $65,365-58.6% | $92,893-70.9% | $72,985-62.9% |
| Participation rate | 45.2% | 68.3%-23.2pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 17.89% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,151 | $2,594-55.6% | $3,653-68.5% | $2,440-52.8% |
| Participant deferral / active EE | $1,812 | $3,128-42.1% | $4,236-57.2% | $3,607-49.8% |
| Admin fee / account holder | $1,679 | $4,251-60.5% | $5,794-71.0% | $5,124-67.2% |