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 | $52,448 | $48,076+9.1% | $78,689-33.3% | $62,891-16.6% |
| Participation rate | 53.8% | 65.2%-11.4pp | 73.6%-19.7pp | 69.3%-15.5pp |
| Annual return | 7.28% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,116 | $2,015-44.6% | $2,851-60.9% | $2,281-51.1% |
| Participant deferral / active EE | $1,542 | $2,588-40.4% | $3,517-56.2% | $3,203-51.9% |
| Admin fee / account holder | $6,146 | $3,207+91.6% | $4,510+36.3% | $4,296+43.1% |