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 | $57,830 | $65,041-11.1% | $90,951-36.4% | $79,858-27.6% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.0%-30.8pp | 69.6%-31.4pp |
| Annual return | 14.53% | 30.45%-15.9pp | 134.60%-120.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,078 | $1,247-13.6% | $2,122-49.2% | $2,471-56.4% |
| Participant deferral / active EE | $1,992 | $2,512-20.7% | $3,373-40.9% | $3,740-46.7% |
| Admin fee / account holder | $1,680 | $4,536-63.0% | $5,959-71.8% | $5,306-68.3% |