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 | $46,337 | $105,630-56.1% | $87,507-47.0% | $273,961-83.1% |
| Participation rate | 61.1% | 78.2%-17.1pp | 73.8%-12.7pp | 83.0%-21.9pp |
| Annual return | 7.28% | 12.25%-5.0pp | 12.21%-4.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,163 | $3,141-63.0% | $2,550-54.4% | $4,869-76.1% |
| Participant deferral / active EE | $1,735 | $3,601-51.8% | $3,149-44.9% | $5,287-67.2% |
| Admin fee / account holder | $725 | $4,781-84.8% | $4,221-82.8% | $10,132-92.8% |