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 | $27,651 | $37,426-26.1% | $77,482-64.3% | $79,858-65.4% |
| Participation rate | 21.2% | 41.5%-20.3pp | 54.2%-33.0pp | 69.6%-48.4pp |
| Annual return | 25.10% | 39.70%-14.6pp | 54.79%-29.7pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,181 | $637+85.4% | $986+19.7% | $2,471-52.2% |
| Participant deferral / active EE | $1,511 | $1,260+19.9% | $1,861-18.8% | $3,740-59.6% |
| Admin fee / account holder | $1,323 | $2,504-47.2% | $2,858-53.7% | $5,306-75.1% |