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 | $88,360-36.4% | $145,433-61.4% | $67,986-17.4% |
| Participation rate | 45.6% | 65.5%-19.9pp | 82.1%-36.5pp | 57.2%-11.6pp |
| Annual return | 19.69% | 63.15%-43.5pp | 66.58%-46.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,136 | $3,054-62.8% | $4,554-75.0% | $2,019-43.7% |
| Participant deferral / active EE | $4,084 | $5,932-31.2% | $7,897-48.3% | $3,358+21.6% |
| Admin fee / account holder | $7,956 | $3,313+140.1% | $13,129-39.4% | $3,203+148.4% |