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 | $41,234 | $95,453-56.8% | $112,040-63.2% | $82,448-50.0% |
| Participation rate | 44.8% | 72.8%-27.9pp | 76.5%-31.7pp | 68.1%-23.2pp |
| Annual return | 18.92% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,133 | $2,318-51.1% | $2,954-61.6% | $2,551-55.6% |
| Participant deferral / active EE | $3,004 | $4,224-28.9% | $5,098-41.1% | $4,139-27.4% |
| Admin fee / account holder | $4,625 | $9,013-48.7% | $12,098-61.8% | $7,234-36.1% |