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 | $50,536 | $110,257-54.2% | $96,544-47.7% | $139,434-63.8% |
| Participation rate | 54.2% | 78.1%-23.9pp | 76.0%-21.8pp | 80.3%-26.2pp |
| Annual return | 16.41% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,395 | $3,620-61.5% | $2,965-52.9% | $4,751-70.6% |
| Participant deferral / active EE | $2,756 | $5,548-50.3% | $4,851-43.2% | $6,710-58.9% |
| Admin fee / account holder | $3,580 | $11,591-69.1% | $8,252-56.6% | $11,403-68.6% |