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 | $45,576 | $105,931-57.0% | $81,930-44.4% | $158,922-71.3% |
| Participation rate | 44.4% | 75.6%-31.2pp | 72.0%-27.6pp | 82.0%-37.5pp |
| Annual return | 15.48% | 38.17%-22.7pp | 29.49%-14.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,875 | $7,800-76.0% | $4,310-56.5% | $4,761-60.6% |
| Participant deferral / active EE | $3,329 | $13,003-74.4% | $7,107-53.2% | $5,982-44.4% |
| Admin fee / account holder | $5,409 | $8,489-36.3% | $5,158+4.9% | $11,246-51.9% |