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 | $41,256 | $72,012-42.7% | $185,823-77.8% | $79,858-48.3% |
| Participation rate | 54.5% | 65.8%-11.2pp | 78.0%-23.5pp | 69.6%-15.1pp |
| Annual return | 16.21% | 23.12%-6.9pp | 35.95%-19.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,488 | $1,965-24.2% | $4,087-63.6% | $2,471-39.8% |
| Participant deferral / active EE | $1,559 | $3,779-58.7% | $5,632-72.3% | $3,740-58.3% |
| Admin fee / account holder | $1,496 | $4,513-66.8% | $9,500-84.3% | $5,306-71.8% |