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 | $41,002 | $81,233-49.5% | $155,567-73.6% | $80,874-49.3% |
| Participation rate | 54.4% | 66.2%-11.8pp | 78.2%-23.8pp | 67.6%-13.3pp |
| Annual return | 15.98% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,564 | $3,101-49.6% | $4,674-66.5% | $2,756-43.2% |
| Participant deferral / active EE | $3,153 | $3,452-8.7% | $5,628-44.0% | $4,297-26.6% |
| Admin fee / account holder | $395 | $7,998-95.1% | $15,916-97.5% | $6,935-94.3% |