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 | $47,846 | $78,926-39.4% | $136,749-65.0% | $84,808-43.6% |
| Participation rate | 53.3% | 62.2%-8.8pp | 72.1%-18.8pp | 68.3%-15.0pp |
| Annual return | 14.24% | 18.17%-3.9pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,037 | $2,134-51.4% | $3,400-69.5% | $2,631-60.6% |
| Participant deferral / active EE | $3,349 | $3,168+5.7% | $4,692-28.6% | $4,212-20.5% |
| Admin fee / account holder | $5,051 | $6,369-20.7% | $11,386-55.6% | $7,344-31.2% |