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 | $36,900 | $25,014+47.5% | $69,647-47.0% | $80,856-54.4% |
| Participation rate | 52.3% | 64.2%-11.9pp | 66.5%-14.1pp | 67.6%-15.3pp |
| Annual return | 12.00% | 19.07%-7.1pp | 100.48%-88.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $386 | $993-61.1% | $1,712-77.5% | $2,755-86.0% |
| Participant deferral / active EE | $2,020 | $1,839+9.8% | $2,886-30.0% | $4,296-53.0% |
| Admin fee / account holder | $4,278 | $2,488+71.9% | $4,713-9.2% | $6,918-38.2% |