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 | $47,369 | $105,630-55.2% | $87,507-45.9% | $273,961-82.7% |
| Participation rate | 63.2% | 78.2%-15.0pp | 73.8%-10.7pp | 83.0%-19.9pp |
| Annual return | 12.46% | 12.25%+0.2pp | 12.21%+0.2pp | 41.45%-29.0pp |
| Employer contribution / active EE | $1,429 | $3,141-54.5% | $2,550-44.0% | $4,869-70.7% |
| Participant deferral / active EE | $3,531 | $3,601-1.9% | $3,149+12.1% | $5,287-33.2% |
| Admin fee / account holder | $588 | $4,781-87.7% | $4,221-86.1% | $10,132-94.2% |