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 | $43,832 | $95,803-54.2% | $113,168-61.3% | $84,808-48.3% |
| Participation rate | 61.5% | 72.9%-11.3pp | 76.6%-15.0pp | 68.3%-6.8pp |
| Annual return | 18.65% | 25.00%-6.4pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $877 | $2,360-62.8% | $2,975-70.5% | $2,631-66.7% |
| Participant deferral / active EE | $2,259 | $4,242-46.8% | $5,107-55.8% | $4,212-46.4% |
| Admin fee / account holder | $9,524 | $8,989+6.0% | $12,068-21.1% | $7,344+29.7% |