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 | $55,829 | $100,326-44.4% | $180,183-69.0% | $84,808-34.2% |
| Participation rate | 42.3% | 71.0%-28.8pp | 77.4%-35.2pp | 68.3%-26.1pp |
| Annual return | 16.48% | 17.86%-1.4pp | 27.86%-11.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,662 | $3,269-49.2% | $5,039-67.0% | $2,631-36.8% |
| Participant deferral / active EE | $4,150 | $5,066-18.1% | $6,822-39.2% | $4,212-1.5% |
| Admin fee / account holder | $4,974 | $9,674-48.6% | $19,975-75.1% | $7,344-32.3% |