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 | $34,708 | $81,460-57.4% | $103,333-66.4% | $80,856-57.1% |
| Participation rate | 38.2% | 66.8%-28.6pp | 74.5%-36.3pp | 67.6%-29.4pp |
| Annual return | 15.20% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,148 | $3,105-63.0% | $3,868-70.3% | $2,755-58.3% |
| Participant deferral / active EE | $2,128 | $3,869-45.0% | $5,057-57.9% | $4,296-50.5% |
| Admin fee / account holder | $1,612 | $6,566-75.5% | $8,355-80.7% | $6,918-76.7% |