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 | $32,781 | $60,349-45.7% | $74,183-55.8% | $62,891-47.9% |
| Participation rate | 61.5% | 72.7%-11.2pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 4.81% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,337 | $1,680-20.4% | $2,370-43.6% | $2,281-41.4% |
| Participant deferral / active EE | $4,067 | $2,856+42.4% | $3,550+14.6% | $3,203+27.0% |
| Admin fee / account holder | $8,922 | $4,261+109.4% | $5,586+59.7% | $4,296+107.7% |