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 | $41,178 | $49,915-17.5% | $154,803-73.4% | $74,304-44.6% |
| Participation rate | 47.6% | 54.0%-6.3pp | 78.1%-30.4pp | 60.3%-12.7pp |
| Annual return | 16.64% | 34.06%-17.4pp | 58.88%-42.2pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,129 | $1,611-29.9% | $4,305-73.8% | $2,241-49.6% |
| Participant deferral / active EE | $2,314 | $2,255+2.6% | $5,540-58.2% | $3,767-38.6% |
| Admin fee / account holder | $3,417 | $2,189+56.1% | $14,329-76.2% | $2,969+15.1% |