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 | $46,740 | $55,706-16.1% | $75,886-38.4% | $72,985-36.0% |
| Participation rate | 45.3% | 61.1%-15.8pp | 69.3%-24.0pp | 69.5%-24.2pp |
| Annual return | 21.23% | 27.59%-6.4pp | 30.76%-9.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,091 | $1,687-35.3% | $2,500-56.4% | $2,440-55.3% |
| Participant deferral / active EE | $2,182 | $2,634-17.2% | $3,603-39.4% | $3,607-39.5% |
| Admin fee / account holder | $3,150 | $3,978-20.8% | $5,418-41.9% | $5,124-38.5% |