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 | $42,318 | $58,828-28.1% | $77,999-45.7% | $62,891-32.7% |
| Participation rate | 32.9% | 71.1%-38.1pp | 75.5%-42.6pp | 69.3%-36.4pp |
| Annual return | 15.51% | 17.16%-1.6pp | 425.96%-410.5pp | 20.14%-4.6pp |
| Employer contribution / active EE | $1,293 | $1,672-22.7% | $2,470-47.7% | $2,281-43.3% |
| Participant deferral / active EE | $2,372 | $2,686-11.7% | $3,497-32.2% | $3,203-26.0% |
| Admin fee / account holder | $5,807 | $4,393+32.2% | $5,480+6.0% | $4,296+35.2% |