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 | $38,343 | $67,606-43.3% | $82,313-53.4% | $70,131-45.3% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 14.02% | 21.57%-7.5pp | 25.88%-11.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $604 | $1,755-65.6% | $2,428-75.1% | $2,342-74.2% |
| Participant deferral / active EE | $1,638 | $2,987-45.2% | $3,706-55.8% | $3,332-50.8% |
| Admin fee / account holder | $5,648 | $4,512+25.2% | $5,608+0.7% | $4,645+21.6% |