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 | $53,211 | $73,933-28.0% | $96,683-45.0% | $75,163-29.2% |
| Participation rate | 39.4% | 66.4%-27.0pp | 74.3%-34.9pp | 67.2%-27.8pp |
| Annual return | 14.42% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,859 | $2,928-36.5% | $3,737-50.2% | $2,670-30.4% |
| Participant deferral / active EE | $3,173 | $3,659-13.3% | $4,878-34.9% | $4,125-23.1% |
| Admin fee / account holder | $15,296 | $5,216+193.2% | $6,730+127.3% | $5,651+170.7% |