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 | $48,911 | $127,065-61.5% | $113,168-56.8% | $142,382-65.6% |
| Participation rate | 52.9% | 79.2%-26.3pp | 76.6%-23.6pp | 80.1%-27.2pp |
| Annual return | 14.24% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,239 | $3,442-34.9% | $2,975-24.7% | $4,299-47.9% |
| Participant deferral / active EE | $3,819 | $5,716-33.2% | $5,107-25.2% | $6,507-41.3% |
| Admin fee / account holder | $17,602 | $15,736+11.9% | $12,068+45.9% | $12,624+39.4% |