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 | $53,145 | $79,944-33.5% | $98,439-46.0% | $75,163-29.3% |
| Participation rate | 47.5% | 70.4%-22.9pp | 75.2%-27.7pp | 67.2%-19.7pp |
| Annual return | 15.90% | 19.75%-3.8pp | 21.16%-5.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,247 | $2,264-0.7% | $3,048-26.3% | $2,670-15.8% |
| Participant deferral / active EE | $3,311 | $3,752-11.8% | $4,738-30.1% | $4,125-19.7% |
| Admin fee / account holder | $5,172 | $6,840-24.4% | $8,948-42.2% | $5,651-8.5% |