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 | $35,627 | $57,057-37.6% | $85,009-58.1% | $80,874-55.9% |
| Participation rate | 38.0% | 56.4%-18.4pp | 67.5%-29.5pp | 67.6%-29.6pp |
| Annual return | 14.70% | 21.66%-7.0pp | 66.47%-51.8pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,432 | $1,799-20.4% | $2,728-47.5% | $2,756-48.0% |
| Participant deferral / active EE | $2,411 | $3,112-22.5% | $4,522-46.7% | $4,297-43.9% |
| Admin fee / account holder | $4,078 | $4,986-18.2% | $6,153-33.7% | $6,935-41.2% |