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 | $45,173 | $79,944-43.5% | $98,439-54.1% | $75,163-39.9% |
| Participation rate | 54.5% | 70.4%-15.8pp | 75.2%-20.6pp | 67.2%-12.6pp |
| Annual return | 15.09% | 19.75%-4.7pp | 21.16%-6.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,321 | $2,264-41.6% | $3,048-56.7% | $2,670-50.5% |
| Participant deferral / active EE | $5,341 | $3,752+42.4% | $4,738+12.7% | $4,125+29.5% |
| Admin fee / account holder | $5,563 | $6,840-18.7% | $8,948-37.8% | $5,651-1.6% |