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 | $62,417 | $78,672-20.7% | $109,143-42.8% | $85,850-27.3% |
| Participation rate | 52.2% | 68.3%-16.1pp | 75.9%-23.7pp | 69.3%-17.1pp |
| Annual return | 12.24% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,398 | $2,735-48.9% | $3,722-62.4% | $2,565-45.5% |
| Participant deferral / active EE | $2,353 | $3,467-32.1% | $4,653-49.4% | $3,952-40.4% |
| Admin fee / account holder | $4,184 | $5,469-23.5% | $6,752-38.0% | $6,260-33.2% |