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 | $47,940 | $70,428-31.9% | $96,562-50.4% | $85,850-44.2% |
| Participation rate | 41.8% | 61.8%-20.0pp | 69.8%-28.0pp | 69.3%-27.5pp |
| Annual return | 14.55% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,311 | $1,413-7.2% | $2,356-44.4% | $2,565-48.9% |
| Participant deferral / active EE | $3,516 | $2,894+21.5% | $3,849-8.7% | $3,952-11.0% |
| Admin fee / account holder | $5,028 | $4,997+0.6% | $6,181-18.6% | $6,260-19.7% |