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 | $50,234 | $109,413-54.1% | $156,263-67.9% | $84,808-40.8% |
| Participation rate | 58.6% | 72.7%-14.1pp | 78.9%-20.3pp | 68.3%-9.7pp |
| Annual return | 18.65% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,210 | $2,907-24.0% | $4,333-49.0% | $2,631-16.0% |
| Participant deferral / active EE | $3,820 | $4,590-16.8% | $6,158-38.0% | $4,212-9.3% |
| Admin fee / account holder | $4,146 | $9,357-55.7% | $14,255-70.9% | $7,344-43.5% |