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 | $45,852 | $72,177-36.5% | $115,037-60.1% | $59,632-23.1% |
| Participation rate | 37.5% | 72.6%-35.1pp | 81.4%-43.9pp | 68.7%-31.2pp |
| Annual return | 6.03% | 12.02%-6.0pp | 26.14%-20.1pp | 2041.28%-2035.2pp |
| Employer contribution / active EE | $628 | $2,841-77.9% | $4,608-86.4% | $2,203-71.5% |
| Participant deferral / active EE | $2,257 | $4,783-52.8% | $6,026-62.5% | $3,192-29.3% |
| Admin fee / account holder | $30,571 | $4,927+520.5% | $8,175+274.0% | $4,297+611.5% |