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 | $38,480 | $72,277-46.8% | $101,248-62.0% | $79,858-51.8% |
| Participation rate | 33.8% | 68.5%-34.7pp | 75.8%-42.1pp | 69.6%-35.9pp |
| Annual return | 18.30% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,146 | $2,692-57.4% | $3,660-68.7% | $2,471-53.6% |
| Participant deferral / active EE | $2,111 | $3,282-35.7% | $4,370-51.7% | $3,740-43.6% |
| Admin fee / account holder | $2,124 | $4,400-51.7% | $5,945-64.3% | $5,306-60.0% |