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 | $53,102 | $88,707-40.1% | $74,183-28.4% | $273,961-80.6% |
| Participation rate | 53.3% | 79.4%-26.1pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 8.16% | 11.94%-3.8pp | 17.74%-9.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $905 | $3,159-71.4% | $2,370-61.8% | $4,869-81.4% |
| Participant deferral / active EE | $1,332 | $4,212-68.4% | $3,550-62.5% | $5,287-74.8% |
| Admin fee / account holder | $1,717 | $8,717-80.3% | $5,586-69.3% | $10,132-83.1% |