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 | $43,186 | $91,552-52.8% | $133,956-67.8% | $79,858-45.9% |
| Participation rate | 48.1% | 73.3%-25.3pp | 79.8%-31.8pp | 69.6%-21.6pp |
| Annual return | 20.81% | 61.85%-41.0pp | 45.09%-24.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,109 | $2,384-53.5% | $3,919-71.7% | $2,471-55.1% |
| Participant deferral / active EE | $4,096 | $3,733+9.7% | $5,048-18.9% | $3,740+9.5% |
| Admin fee / account holder | $3,590 | $6,321-43.2% | $8,927-59.8% | $5,306-32.3% |