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 | $47,306 | $138,385-65.8% | $184,200-74.3% | $80,874-41.5% |
| Participation rate | 46.4% | 83.9%-37.4pp | 86.8%-40.4pp | 67.6%-21.2pp |
| Annual return | 13.16% | 20.02%-6.9pp | 28.80%-15.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,585 | $4,849-46.7% | $6,424-59.8% | $2,756-6.2% |
| Participant deferral / active EE | $3,425 | $7,073-51.6% | $9,132-62.5% | $4,297-20.3% |
| Admin fee / account holder | $9,699 | $10,483-7.5% | $13,907-30.3% | $6,935+39.8% |