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 | $52,914 | $82,882-36.2% | $127,761-58.6% | $72,985-27.5% |
| Participation rate | 51.9% | 71.5%-19.6pp | 79.0%-27.1pp | 69.5%-17.6pp |
| Annual return | 19.07% | 32.20%-13.1pp | 26.14%-7.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,661 | $3,346-50.4% | $4,574-63.7% | $2,440-31.9% |
| Participant deferral / active EE | $2,154 | $4,791-55.0% | $6,021-64.2% | $3,607-40.3% |
| Admin fee / account holder | $1,212 | $6,487-81.3% | $9,395-87.1% | $5,124-76.4% |