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 | $28,559 | $65,365-56.3% | $92,893-69.3% | $72,985-60.9% |
| Participation rate | 59.6% | 68.3%-8.7pp | 76.0%-16.4pp | 69.5%-9.8pp |
| Annual return | 25.35% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,242 | $2,594-52.1% | $3,653-66.0% | $2,440-49.1% |
| Participant deferral / active EE | $2,127 | $3,128-32.0% | $4,236-49.8% | $3,607-41.0% |
| Admin fee / account holder | $2,777 | $4,251-34.7% | $5,794-52.1% | $5,124-45.8% |