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 | $46,589 | $105,630-55.9% | $87,507-46.8% | $273,961-83.0% |
| Participation rate | 46.7% | 78.2%-31.5pp | 73.8%-27.2pp | 83.0%-36.3pp |
| Annual return | 7.59% | 12.25%-4.7pp | 12.21%-4.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $696 | $3,141-77.8% | $2,550-72.7% | $4,869-85.7% |
| Participant deferral / active EE | $1,437 | $3,601-60.1% | $3,149-54.4% | $5,287-72.8% |
| Admin fee / account holder | $2,769 | $4,781-42.1% | $4,221-34.4% | $10,132-72.7% |