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 | $46,881 | $58,851-20.3% | $115,157-59.3% | $72,985-35.8% |
| Participation rate | 57.4% | 65.5%-8.1pp | 75.9%-18.5pp | 69.5%-12.0pp |
| Annual return | 17.99% | 23.16%-5.2pp | 35.60%-17.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,038 | $1,798-42.3% | $3,179-67.3% | $2,440-57.4% |
| Participant deferral / active EE | $2,258 | $2,643-14.5% | $4,168-45.8% | $3,607-37.4% |
| Admin fee / account holder | $1,715 | $6,370-73.1% | $7,088-75.8% | $5,124-66.5% |