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 | $47,066 | $163,687-71.2% | $108,745-56.7% | $273,961-82.8% |
| Participation rate | 57.1% | 82.3%-25.2pp | 77.7%-20.5pp | 83.0%-25.9pp |
| Annual return | 2.55% | 31.16%-28.6pp | 46.22%-43.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,237 | $4,711-73.7% | $3,323-62.8% | $4,869-74.6% |
| Participant deferral / active EE | $3,116 | $7,155-56.4% | $5,121-39.1% | $5,287-41.1% |
| Admin fee / account holder | $1,101 | $12,890-91.5% | $6,144-82.1% | $10,132-89.1% |