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 | $51,042 | $56,277-9.3% | $80,975-37.0% | $62,891-18.8% |
| Participation rate | 60.0% | 69.0%-9.0pp | 75.8%-15.8pp | 69.3%-9.3pp |
| Annual return | 9.02% | 22.12%-13.1pp | 17.10%-8.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,328 | $1,943-31.6% | $3,714-64.2% | $2,281-41.8% |
| Participant deferral / active EE | $2,889 | $4,195-31.1% | $5,696-49.3% | $3,203-9.8% |
| Admin fee / account holder | $675 | $3,741-81.9% | $5,516-87.8% | $4,296-84.3% |