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 | $45,328 | $99,341-54.4% | $84,750-46.5% | $273,961-83.5% |
| Participation rate | 36.4% | 80.7%-44.3pp | 76.6%-40.2pp | 83.0%-46.7pp |
| Annual return | 4.54% | 22.93%-18.4pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,326 | $4,214-68.5% | $3,574-62.9% | $4,869-72.8% |
| Participant deferral / active EE | $4,786 | $4,269+12.1% | $3,712+28.9% | $5,287-9.5% |
| Admin fee / account holder | $6,413 | $6,644-3.5% | $5,332+20.3% | $10,132-36.7% |