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 | $54,954 | $56,897-3.4% | $84,750-35.2% | $62,891-12.6% |
| Participation rate | 30.0% | 68.5%-38.5pp | 76.6%-46.6pp | 69.3%-39.3pp |
| Annual return | 6.11% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $697 | $2,400-70.9% | $3,574-80.5% | $2,281-69.4% |
| Participant deferral / active EE | $1,237 | $2,709-54.3% | $3,712-66.7% | $3,203-61.4% |
| Admin fee / account holder | $1,612 | $3,581-55.0% | $5,332-69.8% | $4,296-62.5% |