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 | $42,674 | $83,477-48.9% | $125,175-65.9% | $72,985-41.5% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-24.9pp | 69.5%-14.6pp |
| Annual return | 25.22% | 25.78%-0.6pp | 43.79%-18.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,299 | $2,345-44.6% | $3,865-66.4% | $2,440-46.8% |
| Participant deferral / active EE | $1,805 | $3,585-49.7% | $4,937-63.4% | $3,607-50.0% |
| Admin fee / account holder | $533 | $5,517-90.3% | $9,702-94.5% | $5,124-89.6% |