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 | $51,538 | $142,405-63.8% | $115,157-55.2% | $152,861-66.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 22.31% | 41.48%-19.2pp | 35.60%-13.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,281 | $4,010-68.1% | $3,179-59.7% | $4,762-73.1% |
| Participant deferral / active EE | $1,601 | $5,164-69.0% | $4,168-61.6% | $5,850-72.6% |
| Admin fee / account holder | $2,255 | $8,462-73.3% | $7,088-68.2% | $11,596-80.6% |