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 | $20,051 | $49,227-59.3% | $70,449-71.5% | $79,858-74.9% |
| Participation rate | 67.3% | 69.2%-1.9pp | 75.1%-7.8pp | 69.6%-2.4pp |
| Annual return | 20.02% | 30.06%-10.0pp | 109.03%-89.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,155 | $2,099-45.0% | $2,737-57.8% | $2,471-53.3% |
| Participant deferral / active EE | $2,272 | $2,768-17.9% | $3,709-38.7% | $3,740-39.3% |
| Admin fee / account holder | $1,664 | $2,878-42.2% | $3,845-56.7% | $5,306-68.6% |