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 | $51,194 | $73,787-30.6% | $98,716-48.1% | $82,448-37.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 15.10% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,313 | $1,511-13.1% | $2,279-42.4% | $2,551-48.5% |
| Participant deferral / active EE | $3,138 | $3,081+1.8% | $4,048-22.5% | $4,139-24.2% |
| Admin fee / account holder | $6,346 | $6,500-2.4% | $8,703-27.1% | $7,234-12.3% |