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 | $27,156 | $58,512-53.6% | $84,015-67.7% | $72,985-62.8% |
| Participation rate | 52.3% | 61.2%-8.9pp | 69.0%-16.7pp | 69.5%-17.2pp |
| Annual return | 20.75% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,171 | $1,163+0.7% | $1,983-40.9% | $2,440-52.0% |
| Participant deferral / active EE | $2,706 | $2,394+13.0% | $3,239-16.4% | $3,607-25.0% |
| Admin fee / account holder | $890 | $4,569-80.5% | $6,101-85.4% | $5,124-82.6% |