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 | $46,907 | $81,460-42.4% | $103,333-54.6% | $80,856-42.0% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.6%-35.5pp |
| Annual return | 11.25% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,113 | $3,105-64.1% | $3,868-71.2% | $2,755-59.6% |
| Participant deferral / active EE | $2,491 | $3,869-35.6% | $5,057-50.7% | $4,296-42.0% |
| Admin fee / account holder | $5,036 | $6,566-23.3% | $8,355-39.7% | $6,918-27.2% |