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 | $74,560 | $101,724-26.7% | $164,813-54.8% | $80,856-7.8% |
| Participation rate | 49.0% | 71.8%-22.8pp | 78.6%-29.6pp | 67.6%-18.7pp |
| Annual return | 11.01% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,549 | $2,953-47.6% | $4,341-64.3% | $2,755-43.8% |
| Participant deferral / active EE | $3,014 | $4,477-32.7% | $6,031-50.0% | $4,296-29.8% |
| Admin fee / account holder | $3,175 | $8,227-61.4% | $12,690-75.0% | $6,918-54.1% |