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 | $37,493 | $58,512-35.9% | $84,015-55.4% | $72,985-48.6% |
| Participation rate | 38.9% | 61.2%-22.3pp | 69.0%-30.1pp | 69.5%-30.6pp |
| Annual return | 19.08% | 28.93%-9.9pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,066 | $1,163-8.4% | $1,983-46.3% | $2,440-56.3% |
| Participant deferral / active EE | $2,155 | $2,394-10.0% | $3,239-33.5% | $3,607-40.3% |
| Admin fee / account holder | $1,148 | $4,569-74.9% | $6,101-81.2% | $5,124-77.6% |