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 | $39,772 | $65,246-39.0% | $98,716-59.7% | $67,986-41.5% |
| Participation rate | 29.0% | 51.4%-22.4pp | 69.3%-40.3pp | 57.2%-28.2pp |
| Annual return | 18.52% | 20.58%-2.1pp | 31.81%-13.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $697 | $1,042-33.1% | $2,279-69.4% | $2,019-65.5% |
| Participant deferral / active EE | $1,291 | $2,594-50.2% | $4,048-68.1% | $3,358-61.5% |
| Admin fee / account holder | $4,027 | $4,561-11.7% | $8,703-53.7% | $3,203+25.7% |