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 | $40,466 | $77,899-48.1% | $149,673-73.0% | $75,163-46.2% |
| Participation rate | 57.3% | 65.6%-8.3pp | 78.8%-21.4pp | 67.2%-9.9pp |
| Annual return | 17.40% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,286 | $3,137-59.0% | $4,818-73.3% | $2,670-51.8% |
| Participant deferral / active EE | $2,542 | $3,411-25.5% | $5,680-55.2% | $4,125-38.4% |
| Admin fee / account holder | $7,368 | $5,956+23.7% | $13,210-44.2% | $5,651+30.4% |