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 | $39,432 | $109,881-64.1% | $150,045-73.7% | $84,808-53.5% |
| Participation rate | 58.1% | 76.1%-18.0pp | 82.3%-24.3pp | 68.3%-10.2pp |
| Annual return | 14.54% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,548 | $3,561-56.5% | $4,693-67.0% | $2,631-41.2% |
| Participant deferral / active EE | $2,772 | $6,636-58.2% | $7,997-65.3% | $4,212-34.2% |
| Admin fee / account holder | $9,435 | $8,568+10.1% | $13,435-29.8% | $7,344+28.5% |