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 | $35,990 | $64,480-44.2% | $81,382-55.8% | $80,856-55.5% |
| Participation rate | 43.9% | 63.9%-20.0pp | 69.5%-25.6pp | 67.6%-23.8pp |
| Annual return | 12.97% | 16.34%-3.4pp | 24.73%-11.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,115 | $1,978-43.7% | $2,463-54.7% | $2,755-59.5% |
| Participant deferral / active EE | $1,834 | $3,094-40.7% | $3,883-52.8% | $4,296-57.3% |
| Admin fee / account holder | $7,936 | $5,671+39.9% | $5,768+37.6% | $6,918+14.7% |