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 | $68,376 | $101,724-32.8% | $164,813-58.5% | $80,856-15.4% |
| Participation rate | 52.3% | 71.8%-19.5pp | 78.6%-26.3pp | 67.6%-15.3pp |
| Annual return | 15.16% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,378 | $2,953-53.4% | $4,341-68.3% | $2,755-50.0% |
| Participant deferral / active EE | $2,803 | $4,477-37.4% | $6,031-53.5% | $4,296-34.8% |
| Admin fee / account holder | $3,372 | $8,227-59.0% | $12,690-73.4% | $6,918-51.3% |