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 | $34,689 | $37,426-7.3% | $77,482-55.2% | $79,858-56.6% |
| Participation rate | 27.5% | 41.5%-14.0pp | 54.2%-26.7pp | 69.6%-42.1pp |
| Annual return | 17.31% | 39.70%-22.4pp | 54.79%-37.5pp | 31.71%-14.4pp |
| Employer contribution / active EE | $373 | $637-41.4% | $986-62.1% | $2,471-84.9% |
| Participant deferral / active EE | $1,499 | $1,260+18.9% | $1,861-19.5% | $3,740-59.9% |
| Admin fee / account holder | $953 | $2,504-61.9% | $2,858-66.7% | $5,306-82.0% |