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 | $52,096 | $63,299-17.7% | $91,001-42.8% | $62,292-16.4% |
| Participation rate | 47.3% | 73.3%-26.0pp | 75.6%-28.3pp | 69.5%-22.2pp |
| Annual return | 14.45% | 20.99%-6.5pp | 4.60%+9.9pp | 28.90%-14.4pp |
| Employer contribution / active EE | $424 | $1,807-76.5% | $2,456-82.7% | $2,042-79.2% |
| Participant deferral / active EE | $1,679 | $2,943-42.9% | $3,547-52.7% | $3,169-47.0% |
| Admin fee / account holder | $1,360 | $468+190.9% | $5,417-74.9% | $479+183.8% |