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 | $43,534 | $109,881-60.4% | $150,045-71.0% | $84,808-48.7% |
| Participation rate | 53.3% | 76.1%-22.8pp | 82.3%-29.0pp | 68.3%-15.0pp |
| Annual return | 14.36% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,860 | $3,561-47.8% | $4,693-60.4% | $2,631-29.3% |
| Participant deferral / active EE | $3,528 | $6,636-46.8% | $7,997-55.9% | $4,212-16.2% |
| Admin fee / account holder | $2,645 | $8,568-69.1% | $13,435-80.3% | $7,344-64.0% |