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 | $119,981 | $215,361-44.3% | $171,082-29.9% | $273,961-56.2% |
| Participation rate | 55.0% | 82.0%-27.0pp | 76.7%-21.7pp | 83.0%-28.0pp |
| Annual return | 6.78% | 25.14%-18.4pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $362 | $4,967-92.7% | $4,002-91.0% | $4,869-92.6% |
| Participant deferral / active EE | $2,064 | $5,543-62.8% | $4,797-57.0% | $5,287-61.0% |
| Admin fee / account holder | $5,108 | $10,846-52.9% | $8,520-40.0% | $10,132-49.6% |