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 | $28,119 | $81,248-65.4% | $155,509-81.9% | $80,856-65.2% |
| Participation rate | 51.9% | 66.2%-14.3pp | 78.2%-26.2pp | 67.6%-15.7pp |
| Annual return | 12.51% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $869 | $3,100-72.0% | $4,672-81.4% | $2,755-68.5% |
| Participant deferral / active EE | $2,203 | $3,452-36.2% | $5,626-60.8% | $4,296-48.7% |
| Admin fee / account holder | $6,447 | $7,997-19.4% | $15,912-59.5% | $6,918-6.8% |