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 | $49,516 | $60,349-18.0% | $74,183-33.3% | $62,891-21.3% |
| Participation rate | 65.7% | 72.7%-7.0pp | 76.6%-10.9pp | 69.3%-3.6pp |
| Annual return | 6.21% | 21.37%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,022 | $1,680-39.2% | $2,370-56.9% | $2,281-55.2% |
| Participant deferral / active EE | $2,433 | $2,856-14.8% | $3,550-31.5% | $3,203-24.0% |
| Admin fee / account holder | $2,902 | $4,261-31.9% | $5,586-48.1% | $4,296-32.4% |