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 | $36,331 | $54,762-33.7% | $90,281-59.8% | $72,985-50.2% |
| Participation rate | 63.0% | 65.1%-2.2pp | 73.3%-10.3pp | 69.5%-6.5pp |
| Annual return | 20.71% | 30.63%-9.9pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,022 | $2,092-51.2% | $2,854-64.2% | $2,440-58.1% |
| Participant deferral / active EE | $1,968 | $2,887-31.8% | $3,885-49.3% | $3,607-45.4% |
| Admin fee / account holder | $416 | $3,972-89.5% | $5,351-92.2% | $5,124-91.9% |