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 | $49,142 | $81,460-39.7% | $103,333-52.4% | $80,856-39.2% |
| Participation rate | 31.0% | 66.8%-35.9pp | 74.5%-43.6pp | 67.6%-36.7pp |
| Annual return | 13.68% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $957 | $3,105-69.2% | $3,868-75.3% | $2,755-65.3% |
| Participant deferral / active EE | $1,657 | $3,869-57.2% | $5,057-67.2% | $4,296-61.4% |
| Admin fee / account holder | $6,296 | $6,566-4.1% | $8,355-24.6% | $6,918-9.0% |