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 | $44,981 | $78,422-42.6% | $95,952-53.1% | $79,858-43.7% |
| Participation rate | 64.3% | 73.5%-9.2pp | 77.1%-12.8pp | 69.6%-5.3pp |
| Annual return | 10.84% | 19.37%-8.5pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,244 | $1,945-36.0% | $2,541-51.0% | $2,471-49.6% |
| Participant deferral / active EE | $2,081 | $3,440-39.5% | $4,167-50.1% | $3,740-44.4% |
| Admin fee / account holder | $3,418 | $5,622-39.2% | $6,795-49.7% | $5,306-35.6% |