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 | $49,915-41.8% | $154,803-81.2% | $74,304-60.9% |
| Participation rate | 44.8% | 54.0%-9.1pp | 78.1%-33.2pp | 60.3%-15.5pp |
| Annual return | 18.69% | 34.06%-15.4pp | 58.88%-40.2pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,410 | $1,611-12.5% | $4,305-67.3% | $2,241-37.1% |
| Participant deferral / active EE | $2,457 | $2,255+9.0% | $5,540-55.7% | $3,767-34.8% |
| Admin fee / account holder | $863 | $2,189-60.6% | $14,329-94.0% | $2,969-70.9% |