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 | $33,147 | $101,724-67.4% | $164,813-79.9% | $80,856-59.0% |
| Participation rate | 57.4% | 71.8%-14.5pp | 78.6%-21.2pp | 67.6%-10.3pp |
| Annual return | 15.36% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,842 | $2,953-37.6% | $4,341-57.6% | $2,755-33.2% |
| Participant deferral / active EE | $3,429 | $4,477-23.4% | $6,031-43.1% | $4,296-20.2% |
| Admin fee / account holder | $1,826 | $8,227-77.8% | $12,690-85.6% | $6,918-73.6% |