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 | $50,209 | $86,332-41.8% | $125,175-59.9% | $65,185-23.0% |
| Participation rate | 44.8% | 75.3%-30.6pp | 79.8%-35.0pp | 70.2%-25.4pp |
| Annual return | 23.20% | 27.43%-4.2pp | 43.79%-20.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,208 | $2,040-40.8% | $3,865-68.8% | $2,177-44.5% |
| Participant deferral / active EE | $2,212 | $3,537-37.5% | $4,937-55.2% | $3,514-37.1% |
| Admin fee / account holder | $607 | $609-0.3% | $9,702-93.7% | $847-28.3% |