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 | $94,625-46.3% | $116,228-56.2% | $84,808-40.0% |
| Participation rate | 56.0% | 70.4%-14.4pp | 74.6%-18.5pp | 68.3%-12.3pp |
| Annual return | 20.68% | 20.40%+0.3pp | 90.06%-69.4pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,444 | $2,347-38.5% | $2,994-51.8% | $2,631-45.1% |
| Participant deferral / active EE | $2,913 | $3,972-26.7% | $4,953-41.2% | $4,212-30.8% |
| Admin fee / account holder | $4,846 | $10,091-52.0% | $11,989-59.6% | $7,344-34.0% |