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 | $31,388 | $56,054-44.0% | $171,082-81.7% | $62,891-50.1% |
| Participation rate | 52.9% | 62.9%-10.0pp | 76.7%-23.8pp | 69.3%-16.4pp |
| Annual return | 7.61% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $414 | $1,731-76.1% | $4,002-89.6% | $2,281-81.8% |
| Participant deferral / active EE | $2,184 | $3,158-30.9% | $4,797-54.5% | $3,203-31.8% |
| Admin fee / account holder | $1,027 | $3,647-71.8% | $8,520-87.9% | $4,296-76.1% |