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 | $56,190 | $72,277-22.3% | $101,248-44.5% | $79,858-29.6% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 17.42% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,759 | $2,692-34.6% | $3,660-51.9% | $2,471-28.8% |
| Participant deferral / active EE | $2,695 | $3,282-17.9% | $4,370-38.3% | $3,740-27.9% |
| Admin fee / account holder | $1,654 | $4,400-62.4% | $5,945-72.2% | $5,306-68.8% |