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 | $31,559 | $72,277-56.3% | $101,248-68.8% | $79,858-60.5% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 15.49% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,429 | $2,692-46.9% | $3,660-61.0% | $2,471-42.2% |
| Participant deferral / active EE | $2,221 | $3,282-32.3% | $4,370-49.2% | $3,740-40.6% |
| Admin fee / account holder | $3,703 | $4,400-15.9% | $5,945-37.7% | $5,306-30.2% |