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 | $42,707 | $87,733-51.3% | $106,548-59.9% | $85,850-50.3% |
| Participation rate | 39.0% | 71.9%-32.9pp | 76.1%-37.1pp | 69.3%-30.3pp |
| Annual return | 16.16% | 21.86%-5.7pp | 26.80%-10.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,521 | $2,073-26.6% | $2,819-46.0% | $2,565-40.7% |
| Participant deferral / active EE | $3,203 | $3,469-7.7% | $4,398-27.2% | $3,952-19.0% |
| Admin fee / account holder | $4,767 | $6,767-29.6% | $7,407-35.6% | $6,260-23.9% |