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 | $60,786 | $88,707-31.5% | $74,183-18.1% | $273,961-77.8% |
| Participation rate | 47.1% | 79.4%-32.4pp | 76.6%-29.6pp | 83.0%-36.0pp |
| Annual return | 6.67% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $860 | $3,159-72.8% | $2,370-63.7% | $4,869-82.3% |
| Participant deferral / active EE | $4,066 | $4,212-3.5% | $3,550+14.6% | $5,287-23.1% |
| Admin fee / account holder | $1,469 | $8,717-83.1% | $5,586-73.7% | $10,132-85.5% |