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 | $82,813 | $109,413-24.3% | $156,263-47.0% | $84,808-2.4% |
| Participation rate | 46.7% | 72.7%-26.0pp | 78.9%-32.2pp | 68.3%-21.6pp |
| Annual return | 15.59% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $970 | $2,907-66.6% | $4,333-77.6% | $2,631-63.1% |
| Participant deferral / active EE | $2,983 | $4,590-35.0% | $6,158-51.6% | $4,212-29.2% |
| Admin fee / account holder | $852 | $9,357-90.9% | $14,255-94.0% | $7,344-88.4% |