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 | $55,277 | $81,460-32.1% | $103,333-46.5% | $80,856-31.6% |
| Participation rate | 45.7% | 66.8%-21.1pp | 74.5%-28.8pp | 67.6%-21.9pp |
| Annual return | 16.28% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,437 | $3,105-53.7% | $3,868-62.9% | $2,755-47.8% |
| Participant deferral / active EE | $2,649 | $3,869-31.5% | $5,057-47.6% | $4,296-38.3% |
| Admin fee / account holder | $2,539 | $6,566-61.3% | $8,355-69.6% | $6,918-63.3% |