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 | $33,129 | $48,076-31.1% | $78,689-57.9% | $62,891-47.3% |
| Participation rate | 37.0% | 65.2%-28.2pp | 73.6%-36.5pp | 69.3%-32.3pp |
| Annual return | 11.54% | 31.35%-19.8pp | 62.18%-50.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $999 | $2,015-50.4% | $2,851-65.0% | $2,281-56.2% |
| Participant deferral / active EE | $1,979 | $2,588-23.5% | $3,517-43.7% | $3,203-38.2% |
| Admin fee / account holder | $1,484 | $3,207-53.7% | $4,510-67.1% | $4,296-65.4% |