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 | $109,413-53.7% | $156,263-67.5% | $84,808-40.2% |
| Participation rate | 48.6% | 72.7%-24.0pp | 78.9%-30.3pp | 68.3%-19.7pp |
| Annual return | 14.19% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,260 | $2,907-22.3% | $4,333-47.8% | $2,631-14.1% |
| Participant deferral / active EE | $3,719 | $4,590-19.0% | $6,158-39.6% | $4,212-11.7% |
| Admin fee / account holder | $585 | $9,357-93.8% | $14,255-95.9% | $7,344-92.0% |