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 | $29,519 | $84,233-65.0% | $170,442-82.7% | $70,131-57.9% |
| Participation rate | 51.3% | 70.8%-19.5pp | 83.6%-32.3pp | 69.5%-18.3pp |
| Annual return | 17.23% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,006 | $3,387-70.3% | $5,433-81.5% | $2,342-57.1% |
| Participant deferral / active EE | $2,551 | $3,086-17.3% | $4,939-48.4% | $3,332-23.4% |
| Admin fee / account holder | $3,516 | $5,698-38.3% | $13,880-74.7% | $4,645-24.3% |