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 | $61,217 | $72,277-15.3% | $101,248-39.5% | $79,858-23.3% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 15.64% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,463 | $2,692-45.6% | $3,660-60.0% | $2,471-40.8% |
| Participant deferral / active EE | $2,982 | $3,282-9.1% | $4,370-31.8% | $3,740-20.3% |
| Admin fee / account holder | $507 | $4,400-88.5% | $5,945-91.5% | $5,306-90.5% |