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 | $95,453-35.7% | $112,040-45.3% | $82,448-25.6% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.5%-21.3pp | 68.1%-12.9pp |
| Annual return | 16.99% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,493 | $2,318-35.6% | $2,954-49.5% | $2,551-41.5% |
| Participant deferral / active EE | $2,722 | $4,224-35.6% | $5,098-46.6% | $4,139-34.2% |
| Admin fee / account holder | $1,578 | $9,013-82.5% | $12,098-87.0% | $7,234-78.2% |