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 | $53,476 | $95,803-44.2% | $113,168-52.7% | $84,808-36.9% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 12.96% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,479 | $2,360-37.3% | $2,975-50.3% | $2,631-43.8% |
| Participant deferral / active EE | $2,423 | $4,242-42.9% | $5,107-52.5% | $4,212-42.5% |
| Admin fee / account holder | $1,764 | $8,989-80.4% | $12,068-85.4% | $7,344-76.0% |