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 | $40,650 | $91,407-55.5% | $135,903-70.1% | $71,457-43.1% |
| Participation rate | 55.7% | 75.7%-19.9pp | 81.9%-26.2pp | 67.9%-12.2pp |
| Annual return | 25.22% | 29.90%-4.7pp | 68.23%-43.0pp | 28.85%-3.6pp |
| Employer contribution / active EE | $1,731 | $3,703-53.3% | $4,856-64.3% | $2,588-33.1% |
| Participant deferral / active EE | $3,859 | $7,092-45.6% | $7,758-50.3% | $4,289-10.0% |
| Admin fee / account holder | $728 | $1,266-42.5% | $10,762-93.2% | $1,587-54.1% |