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 | $61,335 | $95,803-36.0% | $113,168-45.8% | $84,808-27.7% |
| Participation rate | 55.2% | 72.9%-17.7pp | 76.6%-21.4pp | 68.3%-13.1pp |
| Annual return | 16.99% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,493 | $2,360-36.7% | $2,975-49.8% | $2,631-43.3% |
| Participant deferral / active EE | $2,722 | $4,242-35.8% | $5,107-46.7% | $4,212-35.4% |
| Admin fee / account holder | $1,578 | $8,989-82.4% | $12,068-86.9% | $7,344-78.5% |