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 | $34,669 | $81,233-57.3% | $155,567-77.7% | $80,874-57.1% |
| Participation rate | 62.2% | 66.2%-4.0pp | 78.2%-16.0pp | 67.6%-5.5pp |
| Annual return | 13.51% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,330 | $3,101-57.1% | $4,674-71.5% | $2,756-51.7% |
| Participant deferral / active EE | $1,784 | $3,452-48.3% | $5,628-68.3% | $4,297-58.5% |
| Admin fee / account holder | $1,705 | $7,998-78.7% | $15,916-89.3% | $6,935-75.4% |