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 | $48,887 | $109,413-55.3% | $156,263-68.7% | $84,808-42.4% |
| Participation rate | 47.3% | 72.7%-25.4pp | 78.9%-31.6pp | 68.3%-21.0pp |
| Annual return | 19.71% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,077 | $2,907-63.0% | $4,333-75.1% | $2,631-59.1% |
| Participant deferral / active EE | $2,439 | $4,590-46.9% | $6,158-60.4% | $4,212-42.1% |
| Admin fee / account holder | $487 | $9,357-94.8% | $14,255-96.6% | $7,344-93.4% |