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 | $36,075 | $76,407-52.8% | $150,298-76.0% | $82,448-56.2% |
| Participation rate | 48.6% | 66.4%-17.8pp | 77.8%-29.2pp | 68.1%-19.5pp |
| Annual return | 14.56% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,144 | $2,614-56.2% | $4,154-72.5% | $2,551-55.1% |
| Participant deferral / active EE | $2,145 | $3,214-33.3% | $5,453-60.7% | $4,139-48.2% |
| Admin fee / account holder | $992 | $6,352-84.4% | $14,116-93.0% | $7,234-86.3% |