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 | $46,802 | $109,881-57.4% | $150,045-68.8% | $84,808-44.8% |
| Participation rate | 63.8% | 76.1%-12.3pp | 82.3%-18.5pp | 68.3%-4.5pp |
| Annual return | 18.74% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,247 | $3,561-65.0% | $4,693-73.4% | $2,631-52.6% |
| Participant deferral / active EE | $4,594 | $6,636-30.8% | $7,997-42.6% | $4,212+9.1% |
| Admin fee / account holder | $2,477 | $8,568-71.1% | $13,435-81.6% | $7,344-66.3% |