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 | $30,836 | $56,897-45.8% | $84,750-63.6% | $62,891-51.0% |
| Participation rate | 44.7% | 68.5%-23.9pp | 76.6%-31.9pp | 69.3%-24.6pp |
| Annual return | 7.19% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,027 | $2,400-57.2% | $3,574-71.3% | $2,281-55.0% |
| Participant deferral / active EE | $1,888 | $2,709-30.3% | $3,712-49.1% | $3,203-41.1% |
| Admin fee / account holder | $450 | $3,581-87.4% | $5,332-91.6% | $4,296-89.5% |