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 | $31,003 | $61,605-49.7% | $112,229-72.4% | $75,163-58.8% |
| Participation rate | 60.4% | 61.7%-1.3pp | 72.4%-12.0pp | 67.2%-6.8pp |
| Annual return | 17.60% | 28.47%-10.9pp | 30.20%-12.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,444 | $2,015-28.3% | $3,430-57.9% | $2,670-45.9% |
| Participant deferral / active EE | $2,583 | $3,108-16.9% | $4,798-46.2% | $4,125-37.4% |
| Admin fee / account holder | $2,646 | $4,862-45.6% | $7,748-65.9% | $5,651-53.2% |