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 | $62,904 | $79,557-20.9% | $118,746-47.0% | $70,131-10.3% |
| Participation rate | 49.2% | 71.4%-22.2pp | 78.3%-29.1pp | 69.5%-20.4pp |
| Annual return | 18.57% | 25.64%-7.1pp | 24.54%-6.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,060 | $2,861+7.0% | $4,193-27.0% | $2,342+30.7% |
| Participant deferral / active EE | $2,614 | $4,089-36.1% | $5,332-51.0% | $3,332-21.5% |
| Admin fee / account holder | $419 | $5,374-92.2% | $10,720-96.1% | $4,645-91.0% |