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 | $48,411 | $65,365-25.9% | $92,893-47.9% | $72,985-33.7% |
| Participation rate | 56.2% | 68.3%-12.1pp | 76.0%-19.8pp | 69.5%-13.3pp |
| Annual return | 22.62% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,608 | $2,594-38.0% | $3,653-56.0% | $2,440-34.1% |
| Participant deferral / active EE | $2,291 | $3,128-26.8% | $4,236-45.9% | $3,607-36.5% |
| Admin fee / account holder | $3,850 | $4,251-9.4% | $5,794-33.5% | $5,124-24.9% |