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 | $41,106 | $70,669-41.8% | $169,368-75.7% | $75,163-45.3% |
| Participation rate | 43.8% | 64.8%-21.0pp | 77.1%-33.4pp | 67.2%-23.4pp |
| Annual return | 18.24% | 36.36%-18.1pp | 405.60%-387.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,175 | $2,211-1.6% | $4,013-45.8% | $2,670-18.5% |
| Participant deferral / active EE | $3,978 | $4,311-7.7% | $6,221-36.1% | $4,125-3.6% |
| Admin fee / account holder | $977 | $5,402-81.9% | $9,003-89.1% | $5,651-82.7% |