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 | $52,528 | $86,929-39.6% | $102,423-48.7% | $80,856-35.0% |
| Participation rate | 57.9% | 72.4%-14.5pp | 76.5%-18.6pp | 67.6%-9.7pp |
| Annual return | 15.74% | 18.88%-3.1pp | 29.32%-13.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,266 | $2,369-46.6% | $3,023-58.1% | $2,755-54.1% |
| Participant deferral / active EE | $3,497 | $4,118-15.1% | $5,053-30.8% | $4,296-18.6% |
| Admin fee / account holder | $3,077 | $8,049-61.8% | $9,451-67.4% | $6,918-55.5% |