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 | $91,750 | $127,065-27.8% | $113,168-18.9% | $142,382-35.6% |
| Participation rate | 52.4% | 79.2%-26.8pp | 76.6%-24.2pp | 80.1%-27.7pp |
| Annual return | 14.77% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,751 | $3,442-49.1% | $2,975-41.2% | $4,299-59.3% |
| Participant deferral / active EE | $3,055 | $5,716-46.6% | $5,107-40.2% | $6,507-53.1% |
| Admin fee / account holder | $1,610 | $15,736-89.8% | $12,068-86.7% | $12,624-87.2% |