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 | $33,942 | $55,706-39.1% | $75,886-55.3% | $72,985-53.5% |
| Participation rate | 36.8% | 61.1%-24.3pp | 69.3%-32.4pp | 69.5%-32.6pp |
| Annual return | 28.88% | 27.59%+1.3pp | 30.76%-1.9pp | 81.00%-52.1pp |
| Employer contribution / active EE | $1,101 | $1,687-34.7% | $2,500-56.0% | $2,440-54.9% |
| Participant deferral / active EE | $1,927 | $2,634-26.8% | $3,603-46.5% | $3,607-46.6% |
| Admin fee / account holder | $4,121 | $3,978+3.6% | $5,418-23.9% | $5,124-19.6% |