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 | $50,948 | $56,897-10.5% | $84,750-39.9% | $62,891-19.0% |
| Participation rate | 55.4% | 68.5%-13.1pp | 76.6%-21.2pp | 69.3%-13.9pp |
| Annual return | 7.86% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,745 | $2,400-27.3% | $3,574-51.2% | $2,281-23.5% |
| Participant deferral / active EE | $2,895 | $2,709+6.9% | $3,712-22.0% | $3,203-9.6% |
| Admin fee / account holder | $1,275 | $3,581-64.4% | $5,332-76.1% | $4,296-70.3% |