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 | $41,222 | $96,956-57.5% | $70,014-41.1% | $273,961-85.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 6.72% | 12.93%-6.2pp | 12.99%-6.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,133 | $3,316-65.8% | $2,338-51.6% | $4,869-76.7% |
| Participant deferral / active EE | $3,914 | $3,744+4.5% | $2,931+33.6% | $5,287-26.0% |
| Admin fee / account holder | $1,272 | $7,934-84.0% | $4,380-71.0% | $10,132-87.4% |