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 | $55,673 | $106,749-47.8% | $145,433-61.7% | $82,448-32.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 21.25% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,753 | $3,444-49.1% | $4,554-61.5% | $2,551-31.3% |
| Participant deferral / active EE | $3,994 | $6,519-38.7% | $7,897-49.4% | $4,139-3.5% |
| Admin fee / account holder | $5,951 | $8,390-29.1% | $13,129-54.7% | $7,234-17.7% |