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 | $23,152 | $99,341-76.7% | $84,750-72.7% | $273,961-91.5% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 4.00% | 22.93%-18.9pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $829 | $4,214-80.3% | $3,574-76.8% | $4,869-83.0% |
| Participant deferral / active EE | $2,918 | $4,269-31.7% | $3,712-21.4% | $5,287-44.8% |
| Admin fee / account holder | $1,075 | $6,644-83.8% | $5,332-79.8% | $10,132-89.4% |