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 | $27,174 | $71,050-61.8% | $93,606-71.0% | $80,856-66.4% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.6%-30.1pp |
| Annual return | 12.95% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,173 | $1,564-25.0% | $2,420-51.5% | $2,755-57.4% |
| Participant deferral / active EE | $1,912 | $4,034-52.6% | $4,411-56.7% | $4,296-55.5% |
| Admin fee / account holder | $990 | $6,945-85.7% | $8,285-88.1% | $6,918-85.7% |