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 | $58,946 | $65,365-9.8% | $92,893-36.5% | $72,985-19.2% |
| Participation rate | 45.2% | 68.3%-23.1pp | 76.0%-30.8pp | 69.5%-24.2pp |
| Annual return | 24.83% | 42.10%-17.3pp | 109.41%-84.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,178 | $2,594-54.6% | $3,653-67.8% | $2,440-51.7% |
| Participant deferral / active EE | $2,550 | $3,128-18.5% | $4,236-39.8% | $3,607-29.3% |
| Admin fee / account holder | $1,577 | $4,251-62.9% | $5,794-72.8% | $5,124-69.2% |