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 | $28,899 | $64,480-55.2% | $81,382-64.5% | $80,856-64.3% |
| Participation rate | 56.7% | 63.9%-7.2pp | 69.5%-12.8pp | 67.6%-11.0pp |
| Annual return | 14.09% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,518 | $1,978-23.3% | $2,463-38.4% | $2,755-44.9% |
| Participant deferral / active EE | $3,014 | $3,094-2.6% | $3,883-22.4% | $4,296-29.8% |
| Admin fee / account holder | $3,801 | $5,671-33.0% | $5,768-34.1% | $6,918-45.1% |