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 | $36,777 | $80,968-54.6% | $96,544-61.9% | $75,163-51.1% |
| Participation rate | 49.0% | 71.8%-22.7pp | 76.0%-26.9pp | 67.2%-18.2pp |
| Annual return | 27.92% | 27.06%+0.9pp | 25.84%+2.1pp | 160.62%-132.7pp |
| Employer contribution / active EE | $1,397 | $2,282-38.8% | $2,965-52.9% | $2,670-47.7% |
| Participant deferral / active EE | $3,027 | $3,928-22.9% | $4,851-37.6% | $4,125-26.6% |
| Admin fee / account holder | $1,614 | $6,724-76.0% | $8,252-80.4% | $5,651-71.4% |