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 | $51,145 | $81,233-37.0% | $155,567-67.1% | $80,874-36.8% |
| Participation rate | 52.4% | 66.2%-13.9pp | 78.2%-25.8pp | 67.6%-15.3pp |
| Annual return | 15.11% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,351 | $3,101-56.4% | $4,674-71.1% | $2,756-51.0% |
| Participant deferral / active EE | $2,153 | $3,452-37.6% | $5,628-61.7% | $4,297-49.9% |
| Admin fee / account holder | $6,543 | $7,998-18.2% | $15,916-58.9% | $6,935-5.7% |