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 | $32,362 | $67,606-52.1% | $82,313-60.7% | $70,131-53.9% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 13.01% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $874 | $1,755-50.2% | $2,428-64.0% | $2,342-62.7% |
| Participant deferral / active EE | $2,121 | $2,987-29.0% | $3,706-42.8% | $3,332-36.3% |
| Admin fee / account holder | $2,101 | $4,512-53.4% | $5,608-62.5% | $4,645-54.8% |