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 | $76,439 | $95,803-20.2% | $113,168-32.5% | $84,808-9.9% |
| Participation rate | 44.4% | 72.9%-28.4pp | 76.6%-32.1pp | 68.3%-23.9pp |
| Annual return | 32.32% | 25.00%+7.3pp | 24.27%+8.1pp | 40.90%-8.6pp |
| Employer contribution / active EE | $1,430 | $2,360-39.4% | $2,975-51.9% | $2,631-45.7% |
| Participant deferral / active EE | $2,313 | $4,242-45.5% | $5,107-54.7% | $4,212-45.1% |
| Admin fee / account holder | $2,137 | $8,989-76.2% | $12,068-82.3% | $7,344-70.9% |