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 | $33,396 | $43,075-22.5% | $74,583-55.2% | $62,891-46.9% |
| Participation rate | 52.6% | 58.1%-5.5pp | 68.1%-15.5pp | 69.3%-16.7pp |
| Annual return | 8.13% | 17.50%-9.4pp | 20.47%-12.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $378 | $1,498-74.8% | $2,525-85.0% | $2,281-83.4% |
| Participant deferral / active EE | $1,511 | $2,389-36.8% | $3,458-56.3% | $3,203-52.8% |
| Admin fee / account holder | $1,874 | $2,840-34.0% | $4,138-54.7% | $4,296-56.4% |