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 | $48,295 | $101,763-52.5% | $164,866-70.7% | $80,874-40.3% |
| Participation rate | 56.4% | 71.8%-15.4pp | 78.6%-22.2pp | 67.6%-11.2pp |
| Annual return | 13.14% | 16.73%-3.6pp | 69.97%-56.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,509 | $2,954-48.9% | $4,343-65.3% | $2,756-45.2% |
| Participant deferral / active EE | $2,530 | $4,477-43.5% | $6,033-58.1% | $4,297-41.1% |
| Admin fee / account holder | $1,499 | $8,228-81.8% | $12,689-88.2% | $6,935-78.4% |