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 | $51,285 | $65,561-21.8% | $91,541-44.0% | $74,304-31.0% |
| Participation rate | 40.9% | 56.6%-15.7pp | 69.8%-28.8pp | 60.3%-19.4pp |
| Annual return | 15.51% | 17.68%-2.2pp | 20.50%-5.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,555 | $1,717-9.5% | $2,505-37.9% | $2,241-30.6% |
| Participant deferral / active EE | $2,617 | $2,918-10.3% | $4,008-34.7% | $3,767-30.5% |
| Admin fee / account holder | $6,307 | $3,333+89.3% | $6,956-9.3% | $2,969+112.4% |