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 | $33,499 | $58,828-43.1% | $77,999-57.1% | $62,891-46.7% |
| Participation rate | 59.4% | 71.1%-11.7pp | 75.5%-16.1pp | 69.3%-9.9pp |
| Annual return | 6.72% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,723 | $1,672+3.1% | $2,470-30.3% | $2,281-24.5% |
| Participant deferral / active EE | $2,973 | $2,686+10.7% | $3,497-15.0% | $3,203-7.2% |
| Admin fee / account holder | $4,444 | $4,393+1.2% | $5,480-18.9% | $4,296+3.5% |