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 | $43,347 | $91,190-52.5% | $178,490-75.7% | $79,858-45.7% |
| Participation rate | 65.8% | 69.2%-3.4pp | 81.9%-16.2pp | 69.6%-3.9pp |
| Annual return | 18.36% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,372 | $3,256-57.8% | $5,011-72.6% | $2,471-44.5% |
| Participant deferral / active EE | $1,935 | $3,236-40.2% | $5,202-62.8% | $3,740-48.3% |
| Admin fee / account holder | $6,277 | $6,751-7.0% | $13,984-55.1% | $5,306+18.3% |