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 | $35,552 | $58,523-39.3% | $99,443-64.2% | $72,985-51.3% |
| Participation rate | 60.0% | 64.6%-4.6pp | 73.8%-13.8pp | 69.5%-9.5pp |
| Annual return | 16.67% | 28.51%-11.8pp | 30.72%-14.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,787 | $1,512+18.2% | $2,540-29.6% | $2,440-26.7% |
| Participant deferral / active EE | $1,994 | $2,606-23.5% | $3,619-44.9% | $3,607-44.7% |
| Admin fee / account holder | $498 | $4,102-87.9% | $6,250-92.0% | $5,124-90.3% |