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 | $34,721 | $76,552-54.6% | $123,892-72.0% | $62,891-44.8% |
| Participation rate | 54.2% | 73.0%-18.7pp | 81.4%-27.2pp | 69.3%-15.1pp |
| Annual return | 16.44% | 18.68%-2.2pp | 47.52%-31.1pp | 20.14%-3.7pp |
| Employer contribution / active EE | $1,329 | $2,883-53.9% | $4,617-71.2% | $2,281-41.8% |
| Participant deferral / active EE | $5,704 | $4,840+17.9% | $5,984-4.7% | $3,203+78.1% |
| Admin fee / account holder | $753 | $4,826-84.4% | $8,357-91.0% | $4,296-82.5% |