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 | $60,749 | $161,352-62.3% | $134,172-54.7% | $137,256-55.7% |
| Participation rate | 45.5% | 78.3%-32.8pp | 72.5%-27.0pp | 80.0%-34.5pp |
| Annual return | 10.94% | 28.72%-17.8pp | 25.30%-14.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,941 | $4,099-52.6% | $3,420-43.2% | $4,156-53.3% |
| Participant deferral / active EE | $3,159 | $5,552-43.1% | $4,690-32.6% | $6,407-50.7% |
| Admin fee / account holder | $6,206 | $15,028-58.7% | $12,016-48.3% | $12,270-49.4% |