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 | $49,579 | $93,571-47.0% | $135,903-63.5% | $75,163-34.0% |
| Participation rate | 24.0% | 75.2%-51.2pp | 81.9%-57.9pp | 67.2%-43.2pp |
| Annual return | 17.95% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,396 | $3,537-60.5% | $4,856-71.3% | $2,670-47.7% |
| Participant deferral / active EE | $4,096 | $6,404-36.0% | $7,758-47.2% | $4,125-0.7% |
| Admin fee / account holder | $5,945 | $6,975-14.8% | $10,762-44.8% | $5,651+5.2% |