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 | $32,889 | $56,897-42.2% | $84,750-61.2% | $62,891-47.7% |
| Participation rate | 59.0% | 68.5%-9.5pp | 76.6%-17.6pp | 69.3%-10.3pp |
| Annual return | 6.57% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,128 | $2,400-53.0% | $3,574-68.4% | $2,281-50.5% |
| Participant deferral / active EE | $1,605 | $2,709-40.8% | $3,712-56.8% | $3,203-49.9% |
| Admin fee / account holder | $2,380 | $3,581-33.5% | $5,332-55.4% | $4,296-44.6% |