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 | $40,448 | $67,606-40.2% | $82,313-50.9% | $70,131-42.3% |
| Participation rate | 62.2% | 72.8%-10.5pp | 76.9%-14.7pp | 69.5%-7.3pp |
| Annual return | 13.95% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $734 | $1,755-58.2% | $2,428-69.8% | $2,342-68.7% |
| Participant deferral / active EE | $1,731 | $2,987-42.0% | $3,706-53.3% | $3,332-48.0% |
| Admin fee / account holder | $3,749 | $4,512-16.9% | $5,608-33.1% | $4,645-19.3% |