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 | $45,259 | $51,175-11.6% | $70,515-35.8% | $75,163-39.8% |
| Participation rate | 48.1% | 60.9%-12.9pp | 68.3%-20.3pp | 67.2%-19.1pp |
| Annual return | 16.34% | 30.02%-13.7pp | 32.77%-16.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,393 | $1,826-23.7% | $2,973-53.2% | $2,670-47.8% |
| Participant deferral / active EE | $2,521 | $2,849-11.5% | $4,567-44.8% | $4,125-38.9% |
| Admin fee / account holder | $3,478 | $4,091-15.0% | $6,412-45.8% | $5,651-38.4% |