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 | $61,843 | $96,557-36.0% | $80,975-23.6% | $273,961-77.4% |
| Participation rate | 38.1% | 79.1%-41.0pp | 75.8%-37.7pp | 83.0%-44.9pp |
| Annual return | 10.01% | 15.14%-5.1pp | 17.10%-7.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $652 | $4,868-86.6% | $3,714-82.5% | $4,869-86.6% |
| Participant deferral / active EE | $4,480 | $6,598-32.1% | $5,696-21.4% | $5,287-15.3% |
| Admin fee / account holder | $1,162 | $7,492-84.5% | $5,516-78.9% | $10,132-88.5% |