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 | $27,171 | $45,073-39.7% | $69,455-60.9% | $72,985-62.8% |
| Participation rate | 47.0% | 68.5%-21.5pp | 74.6%-27.6pp | 69.5%-22.5pp |
| Annual return | 9.46% | 22.65%-13.2pp | 28.97%-19.5pp | 81.00%-71.5pp |
| Employer contribution / active EE | $560 | $2,054-72.8% | $2,779-79.9% | $2,440-77.1% |
| Participant deferral / active EE | $1,256 | $2,602-51.7% | $3,535-64.5% | $3,607-65.2% |
| Admin fee / account holder | $1,654 | $3,056-45.9% | $3,839-56.9% | $5,124-67.7% |