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 | $39,808 | $66,310-40.0% | $93,606-57.5% | $65,185-38.9% |
| Participation rate | 47.9% | 74.0%-26.1pp | 75.8%-27.9pp | 70.2%-22.3pp |
| Annual return | 22.35% | 42.58%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,206 | $2,012-40.0% | $2,718-55.6% | $2,177-44.6% |
| Participant deferral / active EE | $1,655 | $3,342-50.5% | $4,069-59.3% | $3,514-52.9% |
| Admin fee / account holder | $1,321 | $6,897-80.8% | $7,888-83.3% | $847+56.0% |