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 | $29,028 | $45,343-36.0% | $150,298-80.7% | $67,986-57.3% |
| Participation rate | 44.8% | 51.9%-7.0pp | 77.8%-32.9pp | 57.2%-12.4pp |
| Annual return | 18.69% | 33.28%-14.6pp | 62.79%-44.1pp | 31.67%-13.0pp |
| Employer contribution / active EE | $1,410 | $1,462-3.6% | $4,154-66.1% | $2,019-30.2% |
| Participant deferral / active EE | $2,457 | $2,055+19.6% | $5,453-54.9% | $3,358-26.8% |
| Admin fee / account holder | $863 | $2,250-61.6% | $14,116-93.9% | $3,203-73.1% |