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 | $58,097 | $80,968-28.2% | $96,544-39.8% | $75,163-22.7% |
| Participation rate | 48.6% | 71.8%-23.1pp | 76.0%-27.3pp | 67.2%-18.5pp |
| Annual return | 20.74% | 27.06%-6.3pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,449 | $2,282-36.5% | $2,965-51.1% | $2,670-45.7% |
| Participant deferral / active EE | $2,669 | $3,928-32.1% | $4,851-45.0% | $4,125-35.3% |
| Admin fee / account holder | $1,564 | $6,724-76.7% | $8,252-81.0% | $5,651-72.3% |