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 | $41,308 | $86,286-52.1% | $111,297-62.9% | $85,850-51.9% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 14.06% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,513 | $2,043-26.0% | $2,731-44.6% | $2,565-41.0% |
| Participant deferral / active EE | $2,970 | $3,641-18.4% | $4,487-33.8% | $3,952-24.8% |
| Admin fee / account holder | $10,058 | $8,188+22.8% | $7,964+26.3% | $6,260+60.7% |