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 | $23,982 | $135,952-82.4% | $123,892-80.6% | $273,961-91.2% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 11.31% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,147 | $5,170-77.8% | $4,617-75.2% | $4,869-76.4% |
| Participant deferral / active EE | $3,486 | $6,343-45.0% | $5,984-41.8% | $5,287-34.1% |
| Admin fee / account holder | $2,400 | $9,817-75.6% | $8,357-71.3% | $10,132-76.3% |