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 | $32,199 | $81,446-60.5% | $103,374-68.9% | $80,874-60.2% |
| Participation rate | 64.9% | 66.9%-2.0pp | 74.5%-9.6pp | 67.6%-2.8pp |
| Annual return | 13.41% | 25.57%-12.2pp | 24.89%-11.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,234 | $3,107-28.1% | $3,869-42.3% | $2,756-18.9% |
| Participant deferral / active EE | $3,556 | $3,870-8.1% | $5,058-29.7% | $4,297-17.3% |
| Admin fee / account holder | $912 | $6,715-86.4% | $8,394-89.1% | $6,935-86.8% |