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 | $50,273 | $86,944-42.2% | $107,525-53.2% | $74,304-32.3% |
| Participation rate | 50.8% | 59.6%-8.7pp | 75.1%-24.2pp | 60.3%-9.5pp |
| Annual return | 14.97% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,252 | $2,757-54.6% | $3,754-66.6% | $2,241-44.1% |
| Participant deferral / active EE | $2,526 | $3,554-28.9% | $5,116-50.6% | $3,767-32.9% |
| Admin fee / account holder | $4,597 | $3,727+23.4% | $8,919-48.5% | $2,969+54.9% |