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 | $46,239 | $60,349-23.4% | $74,183-37.7% | $62,891-26.5% |
| Participation rate | 64.6% | 72.7%-8.1pp | 76.6%-12.0pp | 69.3%-4.7pp |
| Annual return | 7.18% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $899 | $1,680-46.5% | $2,370-62.1% | $2,281-60.6% |
| Participant deferral / active EE | $1,613 | $2,856-43.5% | $3,550-54.6% | $3,203-49.6% |
| Admin fee / account holder | $4,909 | $4,261+15.2% | $5,586-12.1% | $4,296+14.3% |