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 | $74,451 | $135,952-45.2% | $123,892-39.9% | $273,961-72.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $993 | $5,170-80.8% | $4,617-78.5% | $4,869-79.6% |
| Participant deferral / active EE | $2,865 | $6,343-54.8% | $5,984-52.1% | $5,287-45.8% |
| Admin fee / account holder | $2,110 | $9,817-78.5% | $8,357-74.7% | $10,132-79.2% |