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 | $22,815 | $53,018-57.0% | $70,014-67.4% | $62,891-63.7% |
| Participation rate | 48.3% | 67.2%-18.9pp | 71.8%-23.5pp | 69.3%-21.0pp |
| Annual return | 6.30% | 13.35%-7.0pp | 12.99%-6.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,593 | $1,799-11.4% | $2,338-31.9% | $2,281-30.1% |
| Participant deferral / active EE | $3,388 | $2,395+41.5% | $2,931+15.6% | $3,203+5.8% |
| Admin fee / account holder | $2,506 | $3,690-32.1% | $4,380-42.8% | $4,296-41.7% |