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 | $43,390 | $69,515-37.6% | $86,874-50.1% | $85,850-49.5% |
| Participation rate | 40.8% | 66.3%-25.5pp | 71.6%-30.8pp | 69.3%-28.5pp |
| Annual return | 20.31% | 20.12%+0.2pp | 63.52%-43.2pp | 318.53%-298.2pp |
| Employer contribution / active EE | $1,081 | $1,880-42.5% | $2,495-56.7% | $2,565-57.9% |
| Participant deferral / active EE | $1,616 | $2,919-44.6% | $3,699-56.3% | $3,952-59.1% |
| Admin fee / account holder | $5,054 | $5,972-15.4% | $5,828-13.3% | $6,260-19.3% |