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 | $51,212 | $90,503-43.4% | $78,689-34.9% | $273,961-81.3% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 6.01% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,268 | $3,176-60.1% | $2,851-55.5% | $4,869-74.0% |
| Participant deferral / active EE | $2,824 | $3,901-27.6% | $3,517-19.7% | $5,287-46.6% |
| Admin fee / account holder | $414 | $5,263-92.1% | $4,510-90.8% | $10,132-95.9% |