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 | $47,509 | $105,630-55.0% | $87,507-45.7% | $273,961-82.7% |
| Participation rate | 69.6% | 78.2%-8.6pp | 73.8%-4.3pp | 83.0%-13.5pp |
| Annual return | 6.72% | 12.25%-5.5pp | 12.21%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $550 | $3,141-82.5% | $2,550-78.4% | $4,869-88.7% |
| Participant deferral / active EE | $1,583 | $3,601-56.0% | $3,149-49.7% | $5,287-70.1% |
| Admin fee / account holder | $3,435 | $4,781-28.2% | $4,221-18.6% | $10,132-66.1% |