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 | $48,735 | $60,349-19.2% | $74,183-34.3% | $62,891-22.5% |
| Participation rate | 48.1% | 72.7%-24.6pp | 76.6%-28.5pp | 69.3%-21.2pp |
| Annual return | 6.32% | 21.37%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $413 | $1,680-75.4% | $2,370-82.6% | $2,281-81.9% |
| Participant deferral / active EE | $1,526 | $2,856-46.6% | $3,550-57.0% | $3,203-52.4% |
| Admin fee / account holder | $3,314 | $4,261-22.2% | $5,586-40.7% | $4,296-22.8% |