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 | $73,347 | $109,881-33.2% | $150,045-51.1% | $84,808-13.5% |
| Participation rate | 53.6% | 76.1%-22.5pp | 82.3%-28.8pp | 68.3%-14.7pp |
| Annual return | 18.35% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,341 | $3,561-62.3% | $4,693-71.4% | $2,631-49.0% |
| Participant deferral / active EE | $5,146 | $6,636-22.4% | $7,997-35.6% | $4,212+22.2% |
| Admin fee / account holder | $327 | $8,568-96.2% | $13,435-97.6% | $7,344-95.5% |