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 | $48,350 | $89,355-45.9% | $141,162-65.7% | $72,985-33.8% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-7.9pp |
| Annual return | 25.42% | 111.85%-86.4pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,182 | $3,114-62.0% | $4,735-75.0% | $2,440-51.5% |
| Participant deferral / active EE | $3,316 | $5,418-38.8% | $6,709-50.6% | $3,607-8.1% |
| Admin fee / account holder | $522 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |