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 | $42,101 | $107,452-60.8% | $91,541-54.0% | $142,382-70.4% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.8%-17.6pp | 80.1%-27.9pp |
| Annual return | 18.93% | 22.06%-3.1pp | 20.50%-1.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,465 | $2,994-51.1% | $2,505-41.5% | $4,299-65.9% |
| Participant deferral / active EE | $4,031 | $4,754-15.2% | $4,008+0.6% | $6,507-38.1% |
| Admin fee / account holder | $11,261 | $8,834+27.5% | $6,956+61.9% | $12,624-10.8% |