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 | $46,207 | $88,583-47.8% | $88,497-47.8% | $273,961-83.1% |
| Participation rate | 57.9% | 83.5%-25.6pp | 82.4%-24.5pp | 83.0%-25.1pp |
| Annual return | 5.84% | 5.68%+0.2pp | 7.63%-1.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,494 | $4,502-44.6% | $4,036-38.2% | $4,869-48.8% |
| Participant deferral / active EE | $1,646 | $4,891-66.4% | $4,899-66.4% | $5,287-68.9% |
| Admin fee / account holder | $2,426 | $8,980-73.0% | $6,220-61.0% | $10,132-76.1% |