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 | $47,089 | $47,944-1.8% | $67,834-30.6% | $62,891-25.1% |
| Participation rate | 31.8% | 61.1%-29.2pp | 68.8%-37.0pp | 69.3%-37.5pp |
| Annual return | 11.86% | 11.77%+0.1pp | 138.47%-126.6pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,351 | $1,562-13.5% | $2,403-43.8% | $2,281-40.8% |
| Participant deferral / active EE | $2,922 | $2,247+30.0% | $3,160-7.5% | $3,203-8.8% |
| Admin fee / account holder | $5,174 | $3,712+39.4% | $4,622+11.9% | $4,296+20.4% |