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 | $45,603 | $81,248-43.9% | $155,509-70.7% | $80,856-43.6% |
| Participation rate | 65.3% | 66.2%-0.9pp | 78.2%-12.9pp | 67.6%-2.3pp |
| Annual return | 16.07% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,002 | $3,100-35.4% | $4,672-57.2% | $2,755-27.3% |
| Participant deferral / active EE | $3,253 | $3,452-5.7% | $5,626-42.2% | $4,296-24.3% |
| Admin fee / account holder | $3,426 | $7,997-57.2% | $15,912-78.5% | $6,918-50.5% |