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 | $57,548 | $109,413-47.4% | $156,263-63.2% | $84,808-32.1% |
| Participation rate | 47.5% | 72.7%-25.2pp | 78.9%-31.4pp | 68.3%-20.8pp |
| Annual return | 15.77% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,744 | $2,907-5.6% | $4,333-36.7% | $2,631+4.3% |
| Participant deferral / active EE | $3,799 | $4,590-17.2% | $6,158-38.3% | $4,212-9.8% |
| Admin fee / account holder | $7,608 | $9,357-18.7% | $14,255-46.6% | $7,344+3.6% |