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 | $41,604 | $81,208-48.8% | $98,907-57.9% | $79,858-47.9% |
| Participation rate | 48.4% | 72.5%-24.1pp | 76.0%-27.6pp | 69.6%-21.2pp |
| Annual return | 15.92% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,621 | $1,960-17.3% | $2,689-39.7% | $2,471-34.4% |
| Participant deferral / active EE | $2,751 | $3,265-15.7% | $4,244-35.2% | $3,740-26.4% |
| Admin fee / account holder | $948 | $6,013-84.2% | $6,642-85.7% | $5,306-82.1% |