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 | $49,842 | $101,724-51.0% | $164,813-69.8% | $80,856-38.4% |
| Participation rate | 43.4% | 71.8%-28.4pp | 78.6%-35.2pp | 67.6%-24.2pp |
| Annual return | 14.73% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,713 | $2,953-42.0% | $4,341-60.5% | $2,755-37.8% |
| Participant deferral / active EE | $4,904 | $4,477+9.5% | $6,031-18.7% | $4,296+14.2% |
| Admin fee / account holder | $360 | $8,227-95.6% | $12,690-97.2% | $6,918-94.8% |