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 | $48,452 | $60,892-20.4% | $82,389-41.2% | $84,808-42.9% |
| Participation rate | 48.4% | 63.3%-14.9pp | 69.5%-21.2pp | 68.3%-19.9pp |
| Annual return | 16.87% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,290 | $1,779-27.5% | $2,517-48.7% | $2,631-51.0% |
| Participant deferral / active EE | $3,278 | $3,179+3.1% | $4,155-21.1% | $4,212-22.2% |
| Admin fee / account holder | $3,077 | $5,467-43.7% | $7,231-57.4% | $7,344-58.1% |