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 | $33,127 | $80,673-58.9% | $101,326-67.3% | $84,808-60.9% |
| Participation rate | 65.1% | 77.8%-12.7pp | 81.5%-16.4pp | 68.3%-3.2pp |
| Annual return | 17.64% | 38.95%-21.3pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,321 | $2,698-14.0% | $3,665-36.7% | $2,631-11.8% |
| Participant deferral / active EE | $3,610 | $6,840-47.2% | $7,994-54.8% | $4,212-14.3% |
| Admin fee / account holder | $3,496 | $12,784-72.7% | $11,185-68.7% | $7,344-52.4% |