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 | $49,720 | $72,277-31.2% | $101,248-50.9% | $79,858-37.7% |
| Participation rate | 52.1% | 68.5%-16.4pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 16.97% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,823 | $2,692-32.3% | $3,660-50.2% | $2,471-26.2% |
| Participant deferral / active EE | $3,378 | $3,282+2.9% | $4,370-22.7% | $3,740-9.7% |
| Admin fee / account holder | $1,415 | $4,400-67.8% | $5,945-76.2% | $5,306-73.3% |