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 | $33,391 | $39,122-14.6% | $57,179-41.6% | $62,891-46.9% |
| Participation rate | 52.9% | 70.5%-17.6pp | 75.3%-22.4pp | 69.3%-16.4pp |
| Annual return | 7.64% | 9.23%-1.6pp | 14.59%-6.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $879 | $1,874-53.1% | $2,682-67.2% | $2,281-61.5% |
| Participant deferral / active EE | $3,459 | $2,374+45.7% | $3,096+11.7% | $3,203+8.0% |
| Admin fee / account holder | $2,288 | $2,592-11.7% | $3,139-27.1% | $4,296-46.7% |