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 | $50,640 | $76,552-33.8% | $123,892-59.1% | $62,891-19.5% |
| Participation rate | 45.0% | 73.0%-28.0pp | 81.4%-36.4pp | 69.3%-24.3pp |
| Annual return | 10.57% | 18.68%-8.1pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,868 | $2,883-35.2% | $4,617-59.5% | $2,281-18.1% |
| Participant deferral / active EE | $4,159 | $4,840-14.1% | $5,984-30.5% | $3,203+29.9% |
| Admin fee / account holder | $3,140 | $4,826-34.9% | $8,357-62.4% | $4,296-26.9% |