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 | $50,747 | $43,075+17.8% | $74,583-32.0% | $62,891-19.3% |
| Participation rate | 41.2% | 58.1%-16.9pp | 68.1%-26.9pp | 69.3%-28.1pp |
| Annual return | 6.48% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,051 | $1,498-29.8% | $2,525-58.4% | $2,281-53.9% |
| Participant deferral / active EE | $2,324 | $2,389-2.7% | $3,458-32.8% | $3,203-27.4% |
| Admin fee / account holder | $1,042 | $2,840-63.3% | $4,138-74.8% | $4,296-75.7% |