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 | $45,171 | $90,503-50.1% | $78,689-42.6% | $273,961-83.5% |
| Participation rate | 35.3% | 76.5%-41.2pp | 73.6%-38.3pp | 83.0%-47.7pp |
| Annual return | 6.03% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $972 | $3,176-69.4% | $2,851-65.9% | $4,869-80.0% |
| Participant deferral / active EE | $3,297 | $3,901-15.5% | $3,517-6.3% | $5,287-37.6% |
| Admin fee / account holder | $1,955 | $5,263-62.8% | $4,510-56.6% | $10,132-80.7% |