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 | $53,023 | $90,503-41.4% | $78,689-32.6% | $273,961-80.6% |
| Participation rate | 56.5% | 76.5%-20.0pp | 73.6%-17.0pp | 83.0%-26.5pp |
| Annual return | 6.98% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,005 | $3,176-68.3% | $2,851-64.7% | $4,869-79.4% |
| Participant deferral / active EE | $1,911 | $3,901-51.0% | $3,517-45.7% | $5,287-63.9% |
| Admin fee / account holder | $1,347 | $5,263-74.4% | $4,510-70.1% | $10,132-86.7% |