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 | $45,894 | $72,277-36.5% | $101,248-54.7% | $79,858-42.5% |
| Participation rate | 49.0% | 68.5%-19.5pp | 75.8%-26.8pp | 69.6%-20.7pp |
| Annual return | 19.12% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,226 | $2,692-54.4% | $3,660-66.5% | $2,471-50.4% |
| Participant deferral / active EE | $2,163 | $3,282-34.1% | $4,370-50.5% | $3,740-42.2% |
| Admin fee / account holder | $1,138 | $4,400-74.1% | $5,945-80.9% | $5,306-78.6% |