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 | $51,427 | $109,413-53.0% | $156,263-67.1% | $84,808-39.4% |
| Participation rate | 61.0% | 72.7%-11.7pp | 78.9%-17.9pp | 68.3%-7.3pp |
| Annual return | 17.29% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,210 | $2,907-58.4% | $4,333-72.1% | $2,631-54.0% |
| Participant deferral / active EE | $2,765 | $4,590-39.7% | $6,158-55.1% | $4,212-34.3% |
| Admin fee / account holder | $955 | $9,357-89.8% | $14,255-93.3% | $7,344-87.0% |