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 | $42,369 | $67,606-37.3% | $82,313-48.5% | $70,131-39.6% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 14.21% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,035 | $1,755-41.0% | $2,428-57.4% | $2,342-55.8% |
| Participant deferral / active EE | $2,651 | $2,987-11.2% | $3,706-28.5% | $3,332-20.4% |
| Admin fee / account holder | $6,508 | $4,512+44.2% | $5,608+16.1% | $4,645+40.1% |