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 | $39,162 | $58,828-33.4% | $77,999-49.8% | $62,891-37.7% |
| Participation rate | 44.0% | 71.1%-27.1pp | 75.5%-31.5pp | 69.3%-25.3pp |
| Annual return | 6.81% | 17.16%-10.3pp | 425.96%-419.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,099 | $1,672-34.3% | $2,470-55.5% | $2,281-51.8% |
| Participant deferral / active EE | $1,649 | $2,686-38.6% | $3,497-52.8% | $3,203-48.5% |
| Admin fee / account holder | $2,484 | $4,393-43.5% | $5,480-54.7% | $4,296-42.2% |