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 | $47,345 | $86,944-45.5% | $107,525-56.0% | $74,304-36.3% |
| Participation rate | 45.9% | 59.6%-13.7pp | 75.1%-29.2pp | 60.3%-14.5pp |
| Annual return | 13.41% | 23.52%-10.1pp | 181.32%-167.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,231 | $2,757-55.3% | $3,754-67.2% | $2,241-45.1% |
| Participant deferral / active EE | $2,906 | $3,554-18.2% | $5,116-43.2% | $3,767-22.9% |
| Admin fee / account holder | $2,177 | $3,727-41.6% | $8,919-75.6% | $2,969-26.7% |