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 | $50,518 | $93,346-45.9% | $71,796-29.6% | $273,961-81.6% |
| Participation rate | 47.1% | 76.5%-29.5pp | 69.1%-22.1pp | 83.0%-36.0pp |
| Annual return | 3.62% | 130.39%-126.8pp | 78.04%-74.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,333 | $2,733-51.2% | $1,924-30.8% | $4,869-72.6% |
| Participant deferral / active EE | $2,469 | $3,475-29.0% | $2,794-11.7% | $5,287-53.3% |
| Admin fee / account holder | $1,127 | $6,571-82.8% | $4,815-76.6% | $10,132-88.9% |