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 | $55,195 | $85,766-35.6% | $136,294-59.5% | $70,131-21.3% |
| Participation rate | 48.5% | 74.2%-25.7pp | 81.9%-33.4pp | 69.5%-21.1pp |
| Annual return | 16.08% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,440 | $2,966-51.5% | $4,695-69.3% | $2,342-38.5% |
| Participant deferral / active EE | $2,598 | $5,051-48.6% | $6,247-58.4% | $3,332-22.0% |
| Admin fee / account holder | $2,742 | $5,420-49.4% | $9,243-70.3% | $4,645-41.0% |