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 | $52,979 | $83,477-36.5% | $125,175-57.7% | $72,985-27.4% |
| Participation rate | 54.1% | 73.3%-19.3pp | 79.8%-25.7pp | 69.5%-15.4pp |
| Annual return | 21.80% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,175 | $2,345-49.9% | $3,865-69.6% | $2,440-51.8% |
| Participant deferral / active EE | $2,599 | $3,585-27.5% | $4,937-47.4% | $3,607-28.0% |
| Admin fee / account holder | $2,763 | $5,517-49.9% | $9,702-71.5% | $5,124-46.1% |