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 | $56,163 | $100,923-44.4% | $150,045-62.6% | $74,304-24.4% |
| Participation rate | 45.6% | 70.1%-24.5pp | 82.3%-36.7pp | 60.3%-14.8pp |
| Annual return | 19.69% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,136 | $3,463-67.2% | $4,693-75.8% | $2,241-49.3% |
| Participant deferral / active EE | $4,084 | $6,709-39.1% | $7,997-48.9% | $3,767+8.4% |
| Admin fee / account holder | $7,956 | $2,767+187.5% | $13,435-40.8% | $2,969+168.0% |