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 | $38,574 | $77,899-50.5% | $149,673-74.2% | $75,163-48.7% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.1pp | 67.2%-26.6pp |
| Annual return | 19.26% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,616 | $3,137-48.5% | $4,818-66.5% | $2,670-39.5% |
| Participant deferral / active EE | $2,670 | $3,411-21.7% | $5,680-53.0% | $4,125-35.3% |
| Admin fee / account holder | $5,054 | $5,956-15.1% | $13,210-61.7% | $5,651-10.6% |