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 | $41,662 | $81,248-48.7% | $155,509-73.2% | $80,856-48.5% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.6pp | 67.6%-6.1pp |
| Annual return | 12.77% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,460 | $3,100-52.9% | $4,672-68.8% | $2,755-47.0% |
| Participant deferral / active EE | $2,906 | $3,452-15.8% | $5,626-48.4% | $4,296-32.4% |
| Admin fee / account holder | $301 | $7,997-96.2% | $15,912-98.1% | $6,918-95.7% |