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 | $63,188 | $127,065-50.3% | $113,168-44.2% | $142,382-55.6% |
| Participation rate | 56.5% | 79.2%-22.7pp | 76.6%-20.0pp | 80.1%-23.6pp |
| Annual return | 19.31% | 24.03%-4.7pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,384 | $3,442-59.8% | $2,975-53.5% | $4,299-67.8% |
| Participant deferral / active EE | $1,905 | $5,716-66.7% | $5,107-62.7% | $6,507-70.7% |
| Admin fee / account holder | $2,648 | $15,736-83.2% | $12,068-78.1% | $12,624-79.0% |