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 | $25,451 | $88,360-71.2% | $145,433-82.5% | $67,986-62.6% |
| Participation rate | 49.1% | 65.5%-16.4pp | 82.1%-33.1pp | 57.2%-8.2pp |
| Annual return | 15.78% | 63.15%-47.4pp | 66.58%-50.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,395 | $3,054-54.3% | $4,554-69.4% | $2,019-30.9% |
| Participant deferral / active EE | $2,754 | $5,932-53.6% | $7,897-65.1% | $3,358-18.0% |
| Admin fee / account holder | $2,579 | $3,313-22.2% | $13,129-80.4% | $3,203-19.5% |