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 | $68,762 | $87,037-21.0% | $106,201-35.3% | $80,874-15.0% |
| Participation rate | 47.8% | 70.4%-22.6pp | 75.3%-27.5pp | 67.6%-19.8pp |
| Annual return | 10.96% | 17.05%-6.1pp | 116.26%-105.3pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,322 | $2,396-44.8% | $3,170-58.3% | $2,756-52.0% |
| Participant deferral / active EE | $3,074 | $3,986-22.9% | $5,012-38.7% | $4,297-28.5% |
| Admin fee / account holder | $3,132 | $8,434-62.9% | $11,039-71.6% | $6,935-54.8% |