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 | $51,557 | $55,706-7.4% | $75,886-32.1% | $72,985-29.4% |
| Participation rate | 51.4% | 61.1%-9.8pp | 69.3%-17.9pp | 69.5%-18.1pp |
| Annual return | 17.12% | 27.59%-10.5pp | 30.76%-13.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $659 | $1,687-60.9% | $2,500-73.6% | $2,440-73.0% |
| Participant deferral / active EE | $2,462 | $2,634-6.5% | $3,603-31.7% | $3,607-31.8% |
| Admin fee / account holder | $3,770 | $3,978-5.2% | $5,418-30.4% | $5,124-26.4% |