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 | $53,091 | $78,672-32.5% | $109,143-51.4% | $85,850-38.2% |
| Participation rate | 55.0% | 68.3%-13.3pp | 75.9%-20.9pp | 69.3%-14.3pp |
| Annual return | 12.01% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,298 | $2,735-52.5% | $3,722-65.1% | $2,565-49.4% |
| Participant deferral / active EE | $2,575 | $3,467-25.7% | $4,653-44.7% | $3,952-34.8% |
| Admin fee / account holder | $6,256 | $5,469+14.4% | $6,752-7.3% | $6,260-0.1% |