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 | $45,978 | $89,355-48.5% | $141,162-67.4% | $72,985-37.0% |
| Participation rate | 25.8% | 75.1%-49.3pp | 82.5%-56.7pp | 69.5%-43.7pp |
| Annual return | 24.74% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,048 | $3,114-66.3% | $4,735-77.9% | $2,440-57.0% |
| Participant deferral / active EE | $2,665 | $5,418-50.8% | $6,709-60.3% | $3,607-26.1% |
| Admin fee / account holder | $3,453 | $5,958-42.1% | $10,261-66.4% | $5,124-32.6% |