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 | $52,306 | $136,307-61.6% | $106,619-50.9% | $273,961-80.9% |
| Participation rate | 61.5% | 84.8%-23.2pp | 78.0%-16.5pp | 83.0%-21.5pp |
| Annual return | 7.55% | 11.05%-3.5pp | 9.42%-1.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,074 | $5,190-79.3% | $3,947-72.8% | $4,869-77.9% |
| Participant deferral / active EE | $3,610 | $4,969-27.4% | $3,930-8.1% | $5,287-31.7% |
| Admin fee / account holder | $569 | $8,625-93.4% | $6,418-91.1% | $10,132-94.4% |