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 | $47,535 | $80,717-41.1% | $154,803-69.3% | $84,808-43.9% |
| Participation rate | 53.8% | 66.8%-13.0pp | 78.1%-24.2pp | 68.3%-14.5pp |
| Annual return | 13.57% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,594 | $2,761-42.3% | $4,305-63.0% | $2,631-39.4% |
| Participant deferral / active EE | $1,798 | $3,303-45.6% | $5,540-67.6% | $4,212-57.3% |
| Admin fee / account holder | $3,794 | $6,746-43.8% | $14,329-73.5% | $7,344-48.3% |