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 | $49,626 | $109,881-54.8% | $150,045-66.9% | $84,808-41.5% |
| Participation rate | 55.0% | 76.1%-21.1pp | 82.3%-27.3pp | 68.3%-13.3pp |
| Annual return | 26.18% | 28.25%-2.1pp | 62.55%-36.4pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,450 | $3,561-59.3% | $4,693-69.1% | $2,631-44.9% |
| Participant deferral / active EE | $3,685 | $6,636-44.5% | $7,997-53.9% | $4,212-12.5% |
| Admin fee / account holder | $2,152 | $8,568-74.9% | $13,435-84.0% | $7,344-70.7% |