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 | $46,753 | $99,341-52.9% | $84,750-44.8% | $273,961-82.9% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 5.32% | 22.93%-17.6pp | 22.78%-17.5pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,233 | $4,214-70.7% | $3,574-65.5% | $4,869-74.7% |
| Participant deferral / active EE | $1,879 | $4,269-56.0% | $3,712-49.4% | $5,287-64.5% |
| Admin fee / account holder | $1,855 | $6,644-72.1% | $5,332-65.2% | $10,132-81.7% |