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 | $49,601 | $87,870-43.6% | $113,168-56.2% | $74,304-33.2% |
| Participation rate | 42.6% | 70.7%-28.2pp | 76.6%-34.0pp | 60.3%-17.8pp |
| Annual return | 16.84% | 26.44%-9.6pp | 24.27%-7.4pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,592 | $2,277-30.1% | $2,975-46.5% | $2,241-29.0% |
| Participant deferral / active EE | $3,039 | $4,241-28.3% | $5,107-40.5% | $3,767-19.3% |
| Admin fee / account holder | $3,092 | $3,368-8.2% | $12,068-74.4% | $2,969+4.1% |