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 | $44,904 | $91,190-50.8% | $178,490-74.8% | $79,858-43.8% |
| Participation rate | 52.1% | 69.2%-17.1pp | 81.9%-29.8pp | 69.6%-17.5pp |
| Annual return | 14.09% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,308 | $3,256-59.8% | $5,011-73.9% | $2,471-47.1% |
| Participant deferral / active EE | $2,644 | $3,236-18.3% | $5,202-49.2% | $3,740-29.3% |
| Admin fee / account holder | $4,641 | $6,751-31.3% | $13,984-66.8% | $5,306-12.5% |