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 | $51,912 | $94,338-45.0% | $100,534-48.4% | $142,382-63.5% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 17.51% | 29.20%-11.7pp | 32.66%-15.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,249 | $4,237-46.9% | $4,346-48.2% | $4,299-47.7% |
| Participant deferral / active EE | $4,307 | $5,934-27.4% | $6,144-29.9% | $6,507-33.8% |
| Admin fee / account holder | $7,587 | $8,421-9.9% | $7,654-0.9% | $12,624-39.9% |