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 | $66,294 | $118,450-44.0% | $98,439-32.7% | $139,434-52.5% |
| Participation rate | 56.5% | 77.4%-20.9pp | 75.2%-18.6pp | 80.3%-23.8pp |
| Annual return | 17.77% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,859 | $3,609-48.5% | $3,048-39.0% | $4,751-60.9% |
| Participant deferral / active EE | $3,932 | $5,392-27.1% | $4,738-17.0% | $6,710-41.4% |
| Admin fee / account holder | $1,286 | $14,026-90.8% | $8,948-85.6% | $11,403-88.7% |