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 | $41,963 | $101,724-58.7% | $164,813-74.5% | $80,856-48.1% |
| Participation rate | 66.0% | 71.8%-5.8pp | 78.6%-12.6pp | 67.6%-1.7pp |
| Annual return | 14.19% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,318 | $2,953-55.4% | $4,341-69.6% | $2,755-52.2% |
| Participant deferral / active EE | $3,020 | $4,477-32.5% | $6,031-49.9% | $4,296-29.7% |
| Admin fee / account holder | $1,557 | $8,227-81.1% | $12,690-87.7% | $6,918-77.5% |