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 | $48,843 | $76,552-36.2% | $123,892-60.6% | $62,891-22.3% |
| Participation rate | 63.6% | 73.0%-9.3pp | 81.4%-17.8pp | 69.3%-5.7pp |
| Annual return | 6.92% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,471 | $2,883-14.3% | $4,617-46.5% | $2,281+8.3% |
| Participant deferral / active EE | $3,717 | $4,840-23.2% | $5,984-37.9% | $3,203+16.1% |
| Admin fee / account holder | $1,730 | $4,826-64.2% | $8,357-79.3% | $4,296-59.7% |