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 | $42,299 | $77,634-45.5% | $156,549-73.0% | $62,891-32.7% |
| Participation rate | 49.1% | 71.2%-22.1pp | 84.0%-34.9pp | 69.3%-20.2pp |
| Annual return | 8.11% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,273 | $3,444-34.0% | $5,501-58.7% | $2,281-0.3% |
| Participant deferral / active EE | $1,106 | $3,045-63.7% | $4,871-77.3% | $3,203-65.5% |
| Admin fee / account holder | $1,134 | $5,561-79.6% | $13,027-91.3% | $4,296-73.6% |