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 | $47,582 | $81,460-41.6% | $103,333-54.0% | $80,856-41.2% |
| Participation rate | 27.7% | 66.8%-39.2pp | 74.5%-46.8pp | 67.6%-40.0pp |
| Annual return | 10.45% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,167 | $3,105-62.4% | $3,868-69.8% | $2,755-57.6% |
| Participant deferral / active EE | $1,660 | $3,869-57.1% | $5,057-67.2% | $4,296-61.4% |
| Admin fee / account holder | $9,574 | $6,566+45.8% | $8,355+14.6% | $6,918+38.4% |