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 | $46,419 | $63,156-26.5% | $122,332-62.1% | $62,292-25.5% |
| Participation rate | 54.9% | 60.0%-5.1pp | 71.6%-16.7pp | 69.5%-14.6pp |
| Annual return | 15.96% | 20.61%-4.7pp | 30.27%-14.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $594 | $1,385-57.1% | $4,050-85.3% | $2,042-70.9% |
| Participant deferral / active EE | $1,702 | $2,321-26.7% | $3,287-48.2% | $3,169-46.3% |
| Admin fee / account holder | $3,271 | $440+643.4% | $5,478-40.3% | $479+582.3% |