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 | $60,920 | $76,670-20.5% | $96,683-37.0% | $71,457-14.7% |
| Participation rate | 29.4% | 66.6%-37.2pp | 74.3%-44.9pp | 67.9%-38.5pp |
| Annual return | 15.51% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,254 | $3,031-58.6% | $3,737-66.5% | $2,588-51.6% |
| Participant deferral / active EE | $2,616 | $3,771-30.6% | $4,878-46.4% | $4,289-39.0% |
| Admin fee / account holder | $5,975 | $2,028+194.6% | $6,730-11.2% | $1,587+276.4% |