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 | $53,246 | $88,707-40.0% | $74,183-28.2% | $273,961-80.6% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.6%-35.0pp | 83.0%-41.3pp |
| Annual return | 6.57% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $881 | $3,159-72.1% | $2,370-62.8% | $4,869-81.9% |
| Participant deferral / active EE | $3,532 | $4,212-16.1% | $3,550-0.5% | $5,287-33.2% |
| Admin fee / account holder | $3,727 | $8,717-57.2% | $5,586-33.3% | $10,132-63.2% |