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 | $45,859 | $62,586-26.7% | $76,768-40.3% | $64,186-28.6% |
| Participation rate | 52.3% | 72.8%-20.5pp | 77.0%-24.7pp | 69.6%-17.3pp |
| Annual return | 20.20% | -1.95%+22.2pp | 2.43%+17.8pp | 7.63%+12.6pp |
| Employer contribution / active EE | $1,332 | $1,832-27.3% | $2,485-46.4% | $2,381-44.0% |
| Participant deferral / active EE | $2,147 | $3,145-31.7% | $3,852-44.3% | $3,470-38.1% |
| Admin fee / account holder | $1,047 | $4,667-77.6% | $6,675-84.3% | $4,888-78.6% |