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 | $46,217 | $76,407-39.5% | $150,298-69.3% | $82,448-43.9% |
| Participation rate | 57.8% | 66.4%-8.6pp | 77.8%-19.9pp | 68.1%-10.3pp |
| Annual return | 22.28% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,455 | $2,614-44.4% | $4,154-65.0% | $2,551-43.0% |
| Participant deferral / active EE | $3,980 | $3,214+23.8% | $5,453-27.0% | $4,139-3.9% |
| Admin fee / account holder | $2,007 | $6,352-68.4% | $14,116-85.8% | $7,234-72.3% |