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 | $55,290 | $101,724-45.6% | $164,813-66.5% | $80,856-31.6% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 12.99% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,186 | $2,953-59.8% | $4,341-72.7% | $2,755-57.0% |
| Participant deferral / active EE | $2,015 | $4,477-55.0% | $6,031-66.6% | $4,296-53.1% |
| Admin fee / account holder | $787 | $8,227-90.4% | $12,690-93.8% | $6,918-88.6% |