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 | $48,119 | $78,422-38.6% | $95,952-49.9% | $79,858-39.7% |
| Participation rate | 56.1% | 73.5%-17.4pp | 77.1%-21.0pp | 69.6%-13.5pp |
| Annual return | 10.42% | 19.37%-8.9pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,358 | $1,945-30.2% | $2,541-46.6% | $2,471-45.0% |
| Participant deferral / active EE | $2,384 | $3,440-30.7% | $4,167-42.8% | $3,740-36.3% |
| Admin fee / account holder | $3,576 | $5,622-36.4% | $6,795-47.4% | $5,306-32.6% |