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 | $48,736 | $109,413-55.5% | $156,263-68.8% | $84,808-42.5% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.6pp | 68.3%-17.0pp |
| Annual return | 12.74% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,479 | $2,907-49.1% | $4,333-65.9% | $2,631-43.8% |
| Participant deferral / active EE | $2,490 | $4,590-45.7% | $6,158-59.6% | $4,212-40.9% |
| Admin fee / account holder | $6,432 | $9,357-31.3% | $14,255-54.9% | $7,344-12.4% |