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 | $52,446 | $79,449-34.0% | $189,557-72.3% | $85,850-38.9% |
| Participation rate | 53.6% | 66.0%-12.4pp | 78.4%-24.9pp | 69.3%-15.7pp |
| Annual return | 15.79% | 18.45%-2.7pp | 64.17%-48.4pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,595 | $2,081-23.4% | $4,412-63.9% | $2,565-37.8% |
| Participant deferral / active EE | $1,638 | $4,051-59.6% | $6,174-73.5% | $3,952-58.6% |
| Admin fee / account holder | $1,712 | $5,377-68.2% | $9,807-82.5% | $6,260-72.6% |