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 | $55,335 | $86,286-35.9% | $111,297-50.3% | $85,850-35.5% |
| Participation rate | 48.1% | 73.3%-25.3pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 14.10% | 19.99%-5.9pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,540 | $2,043-24.6% | $2,731-43.6% | $2,565-40.0% |
| Participant deferral / active EE | $3,110 | $3,641-14.6% | $4,487-30.7% | $3,952-21.3% |
| Admin fee / account holder | $1,122 | $8,188-86.3% | $7,964-85.9% | $6,260-82.1% |