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 | $29,911 | $47,848-37.5% | $81,478-63.3% | $70,131-57.3% |
| Participation rate | 40.3% | 58.3%-18.0pp | 68.0%-27.6pp | 69.5%-29.2pp |
| Annual return | 19.33% | 27.25%-7.9pp | 38.78%-19.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $678 | $1,527-55.6% | $2,568-73.6% | $2,342-71.1% |
| Participant deferral / active EE | $2,069 | $2,453-15.7% | $3,537-41.5% | $3,332-37.9% |
| Admin fee / account holder | $1,213 | $3,145-61.4% | $4,561-73.4% | $4,645-73.9% |