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 | $41,910 | $101,724-58.8% | $164,813-74.6% | $80,856-48.2% |
| Participation rate | 48.5% | 71.8%-23.3pp | 78.6%-30.1pp | 67.6%-19.2pp |
| Annual return | 12.55% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,258 | $2,953-57.4% | $4,341-71.0% | $2,755-54.3% |
| Participant deferral / active EE | $2,455 | $4,477-45.2% | $6,031-59.3% | $4,296-42.8% |
| Admin fee / account holder | $1,898 | $8,227-76.9% | $12,690-85.0% | $6,918-72.6% |