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 | $46,840 | $77,314-39.4% | $177,989-73.7% | $80,856-42.1% |
| Participation rate | 52.3% | 65.7%-13.4pp | 77.1%-24.8pp | 67.6%-15.4pp |
| Annual return | 15.86% | 18.09%-2.2pp | 294.48%-278.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,307 | $2,292-43.0% | $3,949-66.9% | $2,755-52.6% |
| Participant deferral / active EE | $2,844 | $4,411-35.5% | $6,276-54.7% | $4,296-33.8% |
| Admin fee / account holder | $3,179 | $7,191-55.8% | $10,363-69.3% | $6,918-54.0% |