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 | $43,254 | $88,707-51.2% | $74,183-41.7% | $273,961-84.2% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.6%-7.9pp | 83.0%-14.3pp |
| Annual return | 5.39% | 11.94%-6.6pp | 17.74%-12.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,010 | $3,159-68.0% | $2,370-57.4% | $4,869-79.3% |
| Participant deferral / active EE | $2,006 | $4,212-52.4% | $3,550-43.5% | $5,287-62.1% |
| Admin fee / account holder | $9,235 | $8,717+5.9% | $5,586+65.3% | $10,132-8.9% |