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 | $55,144 | $153,772-64.1% | $133,980-58.8% | $273,961-79.9% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.1%-62.1pp | 83.0%-58.0pp |
| Annual return | 28.63% | 36.51%-7.9pp | 29.30%-0.7pp | 41.45%-12.8pp |
| Employer contribution / active EE | $1,512 | $6,029-74.9% | $5,211-71.0% | $4,869-68.9% |
| Participant deferral / active EE | $2,706 | $6,958-61.1% | $6,282-56.9% | $5,287-48.8% |
| Admin fee / account holder | $2,212 | $11,765-81.2% | $9,324-76.3% | $10,132-78.2% |