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 | $86,372 | $153,311-43.7% | $109,313-21.0% | $273,961-68.5% |
| Participation rate | 55.0% | 80.1%-25.1pp | 71.3%-16.3pp | 83.0%-28.0pp |
| Annual return | 5.07% | 29.86%-24.8pp | 22.07%-17.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,212 | $5,619-78.4% | $3,892-68.9% | $4,869-75.1% |
| Participant deferral / active EE | $2,720 | $3,932-30.8% | $3,166-14.1% | $5,287-48.5% |
| Admin fee / account holder | $1,071 | $8,076-86.7% | $5,666-81.1% | $10,132-89.4% |