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 | $41,047 | $99,341-58.7% | $84,750-51.6% | $273,961-85.0% |
| Participation rate | 47.4% | 80.7%-33.3pp | 76.6%-29.2pp | 83.0%-35.6pp |
| Annual return | 5.60% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,283 | $4,214-69.6% | $3,574-64.1% | $4,869-73.6% |
| Participant deferral / active EE | $3,247 | $4,269-24.0% | $3,712-12.5% | $5,287-38.6% |
| Admin fee / account holder | $1,290 | $6,644-80.6% | $5,332-75.8% | $10,132-87.3% |