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 | $61,642 | $109,881-43.9% | $150,045-58.9% | $84,808-27.3% |
| Participation rate | 55.2% | 76.1%-20.9pp | 82.3%-27.2pp | 68.3%-13.1pp |
| Annual return | 17.85% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,482 | $3,561-58.4% | $4,693-68.4% | $2,631-43.7% |
| Participant deferral / active EE | $4,027 | $6,636-39.3% | $7,997-49.6% | $4,212-4.4% |
| Admin fee / account holder | $1,143 | $8,568-86.7% | $13,435-91.5% | $7,344-84.4% |