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 | $29,671 | $76,407-61.2% | $150,298-80.3% | $82,448-64.0% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.4pp | 68.1%-21.7pp |
| Annual return | 16.48% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,087 | $2,614-20.2% | $4,154-49.8% | $2,551-18.2% |
| Participant deferral / active EE | $2,739 | $3,214-14.8% | $5,453-49.8% | $4,139-33.8% |
| Admin fee / account holder | $1,292 | $6,352-79.7% | $14,116-90.9% | $7,234-82.1% |