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 | $36,174 | $39,122-7.5% | $57,179-36.7% | $62,891-42.5% |
| Participation rate | 40.8% | 70.5%-29.7pp | 75.3%-34.6pp | 69.3%-28.5pp |
| Annual return | 7.37% | 9.23%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $518 | $1,874-72.3% | $2,682-80.7% | $2,281-77.3% |
| Participant deferral / active EE | $1,151 | $2,374-51.5% | $3,096-62.8% | $3,203-64.1% |
| Admin fee / account holder | $2,060 | $2,592-20.5% | $3,139-34.4% | $4,296-52.0% |