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 | $50,710 | $108,825-53.4% | $156,181-67.5% | $82,448-38.5% |
| Participation rate | 48.6% | 72.4%-23.7pp | 78.8%-30.2pp | 68.1%-19.4pp |
| Annual return | 14.19% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,260 | $2,870-21.3% | $4,294-47.4% | $2,551-11.4% |
| Participant deferral / active EE | $3,719 | $4,577-18.8% | $6,132-39.4% | $4,139-10.2% |
| Admin fee / account holder | $585 | $9,341-93.7% | $14,586-96.0% | $7,234-91.9% |