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 | $31,816 | $181,894-82.5% | $156,549-79.7% | $273,961-88.4% |
| Participation rate | 41.2% | 88.4%-47.2pp | 84.0%-42.8pp | 83.0%-41.8pp |
| Annual return | 5.87% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,820 | $6,248-70.9% | $5,501-66.9% | $4,869-62.6% |
| Participant deferral / active EE | $3,100 | $5,550-44.1% | $4,871-36.4% | $5,287-41.4% |
| Admin fee / account holder | $2,445 | $15,559-84.3% | $13,027-81.2% | $10,132-75.9% |