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 | $43,523 | $76,407-43.0% | $150,298-71.0% | $82,448-47.2% |
| Participation rate | 65.7% | 66.4%-0.7pp | 77.8%-12.0pp | 68.1%-2.4pp |
| Annual return | 15.08% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,677 | $2,614-35.8% | $4,154-59.6% | $2,551-34.2% |
| Participant deferral / active EE | $3,096 | $3,214-3.7% | $5,453-43.2% | $4,139-25.2% |
| Admin fee / account holder | $1,148 | $6,352-81.9% | $14,116-91.9% | $7,234-84.1% |