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 | $54,466 | $90,503-39.8% | $78,689-30.8% | $273,961-80.1% |
| Participation rate | 63.2% | 76.5%-13.4pp | 73.6%-10.4pp | 83.0%-19.9pp |
| Annual return | 6.04% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $683 | $3,176-78.5% | $2,851-76.0% | $4,869-86.0% |
| Participant deferral / active EE | $3,925 | $3,901+0.6% | $3,517+11.6% | $5,287-25.8% |
| Admin fee / account holder | $7,323 | $5,263+39.1% | $4,510+62.4% | $10,132-27.7% |