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 | $66,179 | $81,248-18.5% | $155,509-57.4% | $80,856-18.2% |
| Participation rate | 41.9% | 66.2%-24.3pp | 78.2%-36.3pp | 67.6%-25.7pp |
| Annual return | 12.56% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,054 | $3,100-66.0% | $4,672-77.4% | $2,755-61.8% |
| Participant deferral / active EE | $3,266 | $3,452-5.4% | $5,626-41.9% | $4,296-24.0% |
| Admin fee / account holder | $1,061 | $7,997-86.7% | $15,912-93.3% | $6,918-84.7% |