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 | $61,484 | $77,314-20.5% | $177,989-65.5% | $80,856-24.0% |
| Participation rate | 46.8% | 65.7%-18.9pp | 77.1%-30.3pp | 67.6%-20.9pp |
| Annual return | 13.63% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,820 | $2,292-20.6% | $3,949-53.9% | $2,755-33.9% |
| Participant deferral / active EE | $2,261 | $4,411-48.7% | $6,276-64.0% | $4,296-47.4% |
| Admin fee / account holder | $3,265 | $7,191-54.6% | $10,363-68.5% | $6,918-52.8% |