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 | $48,637 | $60,349-19.4% | $74,183-34.4% | $62,891-22.7% |
| Participation rate | 53.0% | 72.7%-19.7pp | 76.6%-23.6pp | 69.3%-16.3pp |
| Annual return | 6.77% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,024 | $1,680-39.1% | $2,370-56.8% | $2,281-55.1% |
| Participant deferral / active EE | $2,022 | $2,856-29.2% | $3,550-43.0% | $3,203-36.9% |
| Admin fee / account holder | $5,895 | $4,261+38.3% | $5,586+5.5% | $4,296+37.2% |