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 | $55,130 | $65,365-15.7% | $92,893-40.7% | $72,985-24.5% |
| Participation rate | 51.6% | 68.3%-16.7pp | 76.0%-24.4pp | 69.5%-17.9pp |
| Annual return | 20.76% | 42.10%-21.3pp | 109.41%-88.7pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,749 | $2,594-32.6% | $3,653-52.1% | $2,440-28.3% |
| Participant deferral / active EE | $4,313 | $3,128+37.9% | $4,236+1.8% | $3,607+19.6% |
| Admin fee / account holder | $799 | $4,251-81.2% | $5,794-86.2% | $5,124-84.4% |