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 | $52,994 | $65,365-18.9% | $92,893-43.0% | $72,985-27.4% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | 26.25% | 42.10%-15.9pp | 109.41%-83.2pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,075 | $2,594-58.6% | $3,653-70.6% | $2,440-56.0% |
| Participant deferral / active EE | $1,332 | $3,128-57.4% | $4,236-68.5% | $3,607-63.1% |
| Admin fee / account holder | $1,970 | $4,251-53.7% | $5,794-66.0% | $5,124-61.6% |