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 | $53,761 | $77,899-31.0% | $149,673-64.1% | $75,163-28.5% |
| Participation rate | 45.2% | 65.6%-20.4pp | 78.8%-33.6pp | 67.2%-22.0pp |
| Annual return | 17.00% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,061 | $3,137-66.2% | $4,818-78.0% | $2,670-60.3% |
| Participant deferral / active EE | $2,152 | $3,411-36.9% | $5,680-62.1% | $4,125-47.8% |
| Admin fee / account holder | $626 | $5,956-89.5% | $13,210-95.3% | $5,651-88.9% |