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 | $47,408 | $93,571-49.3% | $135,903-65.1% | $75,163-36.9% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 18.85% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,615 | $3,537-26.1% | $4,856-46.1% | $2,670-2.0% |
| Participant deferral / active EE | $4,282 | $6,404-33.1% | $7,758-44.8% | $4,125+3.8% |
| Admin fee / account holder | $3,167 | $6,975-54.6% | $10,762-70.6% | $5,651-43.9% |