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 | $46,088 | $95,803-51.9% | $113,168-59.3% | $84,808-45.7% |
| Participation rate | 52.0% | 72.9%-20.9pp | 76.6%-24.6pp | 68.3%-16.3pp |
| Annual return | 13.45% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,018 | $2,360-56.8% | $2,975-65.8% | $2,631-61.3% |
| Participant deferral / active EE | $2,653 | $4,242-37.5% | $5,107-48.0% | $4,212-37.0% |
| Admin fee / account holder | $1,021 | $8,989-88.6% | $12,068-91.5% | $7,344-86.1% |