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 | $43,304 | $109,881-60.6% | $150,045-71.1% | $84,808-48.9% |
| Participation rate | 65.7% | 76.1%-10.4pp | 82.3%-16.6pp | 68.3%-2.6pp |
| Annual return | 14.54% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,779 | $3,561-50.0% | $4,693-62.1% | $2,631-32.4% |
| Participant deferral / active EE | $2,664 | $6,636-59.9% | $7,997-66.7% | $4,212-36.8% |
| Admin fee / account holder | $6,771 | $8,568-21.0% | $13,435-49.6% | $7,344-7.8% |