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 | $50,357 | $68,547-26.5% | $120,354-58.2% | $80,856-37.7% |
| Participation rate | 44.8% | 61.6%-16.8pp | 71.9%-27.1pp | 67.6%-22.8pp |
| Annual return | 12.30% | 23.60%-11.3pp | 107.15%-94.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,760 | $2,051-14.2% | $3,463-49.2% | $2,755-36.1% |
| Participant deferral / active EE | $4,248 | $3,173+33.9% | $4,991-14.9% | $4,296-1.1% |
| Admin fee / account holder | $3,742 | $5,732-34.7% | $9,423-60.3% | $6,918-45.9% |