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 | $51,641 | $93,571-44.8% | $135,903-62.0% | $75,163-31.3% |
| Participation rate | 54.0% | 75.2%-21.2pp | 81.9%-27.9pp | 67.2%-13.2pp |
| Annual return | 19.11% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,320 | $3,537-62.7% | $4,856-72.8% | $2,670-50.5% |
| Participant deferral / active EE | $3,332 | $6,404-48.0% | $7,758-57.1% | $4,125-19.2% |
| Admin fee / account holder | $1,374 | $6,975-80.3% | $10,762-87.2% | $5,651-75.7% |