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 | $63,075 | $109,881-42.6% | $150,045-58.0% | $84,808-25.6% |
| Participation rate | 31.7% | 76.1%-44.4pp | 82.3%-50.6pp | 68.3%-36.6pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,449 | $3,561-59.3% | $4,693-69.1% | $2,631-44.9% |
| Participant deferral / active EE | $3,659 | $6,636-44.9% | $7,997-54.3% | $4,212-13.1% |
| Admin fee / account holder | $14,699 | $8,568+71.6% | $13,435+9.4% | $7,344+100.1% |