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 | $48,319 | $96,557-50.0% | $80,975-40.3% | $273,961-82.4% |
| Participation rate | 37.5% | 79.1%-41.6pp | 75.8%-38.3pp | 83.0%-45.5pp |
| Annual return | 12.68% | 15.14%-2.5pp | 17.10%-4.4pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,783 | $4,868-63.4% | $3,714-52.0% | $4,869-63.4% |
| Participant deferral / active EE | $3,119 | $6,598-52.7% | $5,696-45.2% | $5,287-41.0% |
| Admin fee / account holder | $12,482 | $7,492+66.6% | $5,516+126.3% | $10,132+23.2% |