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 | $36,029 | $60,022-40.0% | $88,946-59.5% | $84,808-57.5% |
| Participation rate | 52.8% | 57.8%-5.1pp | 68.8%-16.1pp | 68.3%-15.5pp |
| Annual return | 19.40% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,454 | $1,703-14.6% | $2,555-43.1% | $2,631-44.7% |
| Participant deferral / active EE | $2,814 | $3,114-9.6% | $4,581-38.6% | $4,212-33.2% |
| Admin fee / account holder | $659 | $4,811-86.3% | $8,261-92.0% | $7,344-91.0% |