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 | $39,318 | $76,552-48.6% | $123,892-68.3% | $62,891-37.5% |
| Participation rate | 58.1% | 73.0%-14.9pp | 81.4%-23.3pp | 69.3%-11.2pp |
| Annual return | 13.22% | 18.68%-5.5pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $1,579 | $2,883-45.2% | $4,617-65.8% | $2,281-30.8% |
| Participant deferral / active EE | $3,186 | $4,840-34.2% | $5,984-46.8% | $3,203-0.5% |
| Admin fee / account holder | $3,110 | $4,826-35.5% | $8,357-62.8% | $4,296-27.6% |