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 | $53,293 | $96,956-45.0% | $70,014-23.9% | $273,961-80.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 10.05% | 12.93%-2.9pp | 12.99%-2.9pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,478 | $3,316-55.4% | $2,338-36.8% | $4,869-69.6% |
| Participant deferral / active EE | $2,134 | $3,744-43.0% | $2,931-27.2% | $5,287-59.6% |
| Admin fee / account holder | $1,401 | $7,934-82.3% | $4,380-68.0% | $10,132-86.2% |