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 | $56,703 | $80,717-29.8% | $154,803-63.4% | $84,808-33.1% |
| Participation rate | 52.0% | 66.8%-14.8pp | 78.1%-26.1pp | 68.3%-16.3pp |
| Annual return | 17.51% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,292 | $2,761-53.2% | $4,305-70.0% | $2,631-50.9% |
| Participant deferral / active EE | $2,146 | $3,303-35.0% | $5,540-61.3% | $4,212-49.0% |
| Admin fee / account holder | $809 | $6,746-88.0% | $14,329-94.4% | $7,344-89.0% |