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 | $55,415 | $95,803-42.2% | $113,168-51.0% | $84,808-34.7% |
| Participation rate | 53.6% | 72.9%-19.2pp | 76.6%-22.9pp | 68.3%-14.7pp |
| Annual return | 19.65% | 25.00%-5.4pp | 24.27%-4.6pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,404 | $2,360-40.5% | $2,975-52.8% | $2,631-46.6% |
| Participant deferral / active EE | $2,993 | $4,242-29.5% | $5,107-41.4% | $4,212-28.9% |
| Admin fee / account holder | $3,472 | $8,989-61.4% | $12,068-71.2% | $7,344-52.7% |