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 | $58,202 | $99,341-41.4% | $84,750-31.3% | $273,961-78.8% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 10.19% | 22.93%-12.7pp | 22.78%-12.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,291 | $4,214-45.6% | $3,574-35.9% | $4,869-53.0% |
| Participant deferral / active EE | $5,123 | $4,269+20.0% | $3,712+38.0% | $5,287-3.1% |
| Admin fee / account holder | $562 | $6,644-91.5% | $5,332-89.5% | $10,132-94.5% |