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 | $39,796 | $72,277-44.9% | $101,248-60.7% | $79,858-50.2% |
| Participation rate | 44.9% | 68.5%-23.5pp | 75.8%-30.9pp | 69.6%-24.7pp |
| Annual return | 15.37% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,308 | $2,692-51.4% | $3,660-64.3% | $2,471-47.1% |
| Participant deferral / active EE | $1,940 | $3,282-40.9% | $4,370-55.6% | $3,740-48.1% |
| Admin fee / account holder | $1,246 | $4,400-71.7% | $5,945-79.0% | $5,306-76.5% |