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 | $36,274 | $86,929-58.3% | $102,423-64.6% | $80,856-55.1% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.6%-25.7pp |
| Annual return | 17.89% | 18.88%-1.0pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,718 | $2,369-27.5% | $3,023-43.2% | $2,755-37.6% |
| Participant deferral / active EE | $2,631 | $4,118-36.1% | $5,053-47.9% | $4,296-38.7% |
| Admin fee / account holder | $6,393 | $8,049-20.6% | $9,451-32.3% | $6,918-7.6% |