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 | $31,711 | $80,968-60.8% | $96,544-67.2% | $75,163-57.8% |
| Participation rate | 38.2% | 71.8%-33.5pp | 76.0%-37.7pp | 67.2%-29.0pp |
| Annual return | 18.72% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,317 | $2,282-42.3% | $2,965-55.6% | $2,670-50.7% |
| Participant deferral / active EE | $3,311 | $3,928-15.7% | $4,851-31.7% | $4,125-19.7% |
| Admin fee / account holder | $4,532 | $6,724-32.6% | $8,252-45.1% | $5,651-19.8% |