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 | $44,047 | $87,870-49.9% | $113,168-61.1% | $74,304-40.7% |
| Participation rate | 60.0% | 70.7%-10.7pp | 76.6%-16.6pp | 60.3%-0.3pp |
| Annual return | 15.63% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,107 | $2,277-51.4% | $2,975-62.8% | $2,241-50.6% |
| Participant deferral / active EE | $2,762 | $4,241-34.9% | $5,107-45.9% | $3,767-26.7% |
| Admin fee / account holder | $1,566 | $3,368-53.5% | $12,068-87.0% | $2,969-47.2% |