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 | $45,173 | $109,413-58.7% | $156,263-71.1% | $84,808-46.7% |
| Participation rate | 56.1% | 72.7%-16.6pp | 78.9%-22.8pp | 68.3%-12.2pp |
| Annual return | 15.46% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,306 | $2,907-55.1% | $4,333-69.9% | $2,631-50.4% |
| Participant deferral / active EE | $3,086 | $4,590-32.8% | $6,158-49.9% | $4,212-26.7% |
| Admin fee / account holder | $1,735 | $9,357-81.5% | $14,255-87.8% | $7,344-76.4% |