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 | $63,030 | $77,896-19.1% | $134,172-53.0% | $82,448-23.6% |
| Participation rate | 48.7% | 62.8%-14.1pp | 72.5%-23.7pp | 68.1%-19.3pp |
| Annual return | 15.26% | 18.21%-3.0pp | 25.30%-10.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,185 | $2,159-45.1% | $3,420-65.4% | $2,551-53.6% |
| Participant deferral / active EE | $2,322 | $3,162-26.6% | $4,690-50.5% | $4,139-43.9% |
| Admin fee / account holder | $2,175 | $6,336-65.7% | $12,016-81.9% | $7,234-69.9% |