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 | $48,045 | $124,281-61.3% | $109,143-56.0% | $167,490-71.3% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 11.08% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,230 | $4,207-47.0% | $3,722-40.1% | $4,837-53.9% |
| Participant deferral / active EE | $3,352 | $5,255-36.2% | $4,653-28.0% | $6,341-47.1% |
| Admin fee / account holder | $2,183 | $7,970-72.6% | $6,752-67.7% | $12,309-82.3% |