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 | $32,463 | $99,341-67.3% | $84,750-61.7% | $273,961-88.2% |
| Participation rate | 44.4% | 80.7%-36.2pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 9.13% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,871 | $4,214-8.1% | $3,574+8.3% | $4,869-20.5% |
| Participant deferral / active EE | $8,808 | $4,269+106.3% | $3,712+137.3% | $5,287+66.6% |
| Admin fee / account holder | $706 | $6,644-89.4% | $5,332-86.8% | $10,132-93.0% |