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 | $58,338 | $105,630-44.8% | $87,507-33.3% | $273,961-78.7% |
| Participation rate | 35.3% | 78.2%-42.9pp | 73.8%-38.5pp | 83.0%-47.7pp |
| Annual return | 6.11% | 12.25%-6.1pp | 12.21%-6.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,221 | $3,141-61.1% | $2,550-52.1% | $4,869-74.9% |
| Participant deferral / active EE | $2,669 | $3,601-25.9% | $3,149-15.2% | $5,287-49.5% |
| Admin fee / account holder | $1,425 | $4,781-70.2% | $4,221-66.2% | $10,132-85.9% |