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 | $46,702 | $101,724-54.1% | $164,813-71.7% | $80,856-42.2% |
| Participation rate | 59.1% | 71.8%-12.7pp | 78.6%-19.5pp | 67.6%-8.5pp |
| Annual return | 12.73% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $841 | $2,953-71.5% | $4,341-80.6% | $2,755-69.5% |
| Participant deferral / active EE | $3,452 | $4,477-22.9% | $6,031-42.8% | $4,296-19.6% |
| Admin fee / account holder | $2,078 | $8,227-74.7% | $12,690-83.6% | $6,918-70.0% |