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 | $58,670 | $79,944-26.6% | $98,439-40.4% | $75,163-21.9% |
| Participation rate | 48.3% | 70.4%-22.1pp | 75.2%-26.9pp | 67.2%-18.9pp |
| Annual return | 13.54% | 19.75%-6.2pp | 21.16%-7.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,386 | $2,264-38.8% | $3,048-54.5% | $2,670-48.1% |
| Participant deferral / active EE | $2,307 | $3,752-38.5% | $4,738-51.3% | $4,125-44.1% |
| Admin fee / account holder | $1,252 | $6,840-81.7% | $8,948-86.0% | $5,651-77.8% |