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 | $36,332 | $100,326-63.8% | $180,183-79.8% | $84,808-57.2% |
| Participation rate | 56.1% | 71.0%-14.9pp | 77.4%-21.3pp | 68.3%-12.2pp |
| Annual return | 14.26% | 17.86%-3.6pp | 27.86%-13.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,233 | $3,269-62.3% | $5,039-75.5% | $2,631-53.1% |
| Participant deferral / active EE | $2,464 | $5,066-51.4% | $6,822-63.9% | $4,212-41.5% |
| Admin fee / account holder | $4,732 | $9,674-51.1% | $19,975-76.3% | $7,344-35.6% |