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 | $59,032 | $107,452-45.1% | $91,541-35.5% | $142,382-58.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 10.94% | 22.06%-11.1pp | 20.50%-9.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,047 | $2,994-65.0% | $2,505-58.2% | $4,299-75.6% |
| Participant deferral / active EE | $3,376 | $4,754-29.0% | $4,008-15.8% | $6,507-48.1% |
| Admin fee / account holder | $518 | $8,834-94.1% | $6,956-92.6% | $12,624-95.9% |