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 | $43,272 | $90,503-52.2% | $78,689-45.0% | $273,961-84.2% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 5.86% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,227 | $3,176-61.4% | $2,851-56.9% | $4,869-74.8% |
| Participant deferral / active EE | $2,547 | $3,901-34.7% | $3,517-27.6% | $5,287-51.8% |
| Admin fee / account holder | $1,638 | $5,263-68.9% | $4,510-63.7% | $10,132-83.8% |