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 | $18,046 | $76,407-76.4% | $150,298-88.0% | $82,448-78.1% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 21.97% | 39.99%-18.0pp | 62.79%-40.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,395 | $2,614-46.6% | $4,154-66.4% | $2,551-45.3% |
| Participant deferral / active EE | $2,622 | $3,214-18.4% | $5,453-51.9% | $4,139-36.7% |
| Admin fee / account holder | $1,176 | $6,352-81.5% | $14,116-91.7% | $7,234-83.7% |