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 | $52,578 | $78,705-33.2% | $117,854-55.4% | $70,131-25.0% |
| Participation rate | 61.7% | 73.2%-11.5pp | 79.7%-17.9pp | 69.5%-7.8pp |
| Annual return | 12.99% | 23.30%-10.3pp | 335.08%-322.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,029 | $2,223-53.7% | $3,786-72.8% | $2,342-56.1% |
| Participant deferral / active EE | $2,551 | $3,297-22.6% | $4,482-43.1% | $3,332-23.4% |
| Admin fee / account holder | $3,533 | $5,065-30.2% | $8,020-55.9% | $4,645-23.9% |