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 | $50,008 | $90,503-44.7% | $78,689-36.4% | $273,961-81.7% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 6.54% | 75.60%-69.1pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $296 | $3,176-90.7% | $2,851-89.6% | $4,869-93.9% |
| Participant deferral / active EE | $1,755 | $3,901-55.0% | $3,517-50.1% | $5,287-66.8% |
| Admin fee / account holder | $464 | $5,263-91.2% | $4,510-89.7% | $10,132-95.4% |