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 | $38,432 | $70,428-45.4% | $96,562-60.2% | $85,850-55.2% |
| Participation rate | 56.9% | 61.8%-4.9pp | 69.8%-12.9pp | 69.3%-12.4pp |
| Annual return | 11.45% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,347 | $1,413-4.7% | $2,356-42.9% | $2,565-47.5% |
| Participant deferral / active EE | $2,342 | $2,894-19.1% | $3,849-39.2% | $3,952-40.7% |
| Admin fee / account holder | $1,584 | $4,997-68.3% | $6,181-74.4% | $6,260-74.7% |