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 | $48,612 | $109,881-55.8% | $150,045-67.6% | $84,808-42.7% |
| Participation rate | 47.3% | 76.1%-28.8pp | 82.3%-35.1pp | 68.3%-21.1pp |
| Annual return | 19.53% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,574 | $3,561-55.8% | $4,693-66.5% | $2,631-40.2% |
| Participant deferral / active EE | $3,503 | $6,636-47.2% | $7,997-56.2% | $4,212-16.8% |
| Admin fee / account holder | $11,621 | $8,568+35.6% | $13,435-13.5% | $7,344+58.2% |