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 | $76,039 | $108,825-30.1% | $156,181-51.3% | $82,448-7.8% |
| Participation rate | 46.3% | 72.4%-26.1pp | 78.8%-32.5pp | 68.1%-21.8pp |
| Annual return | 12.77% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,854 | $2,870-35.4% | $4,294-56.8% | $2,551-27.3% |
| Participant deferral / active EE | $3,132 | $4,577-31.6% | $6,132-48.9% | $4,139-24.3% |
| Admin fee / account holder | $4,157 | $9,341-55.5% | $14,586-71.5% | $7,234-42.5% |