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 | $50,853 | $94,031-45.9% | $115,768-56.1% | $82,448-38.3% |
| Participation rate | 56.0% | 70.4%-14.4pp | 74.4%-18.3pp | 68.1%-12.0pp |
| Annual return | 20.68% | 20.61%+0.1pp | 100.46%-79.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,444 | $2,323-37.9% | $2,940-50.9% | $2,551-43.4% |
| Participant deferral / active EE | $2,913 | $3,972-26.6% | $4,917-40.7% | $4,139-29.6% |
| Admin fee / account holder | $4,846 | $10,249-52.7% | $12,439-61.0% | $7,234-33.0% |