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 | $38,618 | $56,897-32.1% | $84,750-54.4% | $62,891-38.6% |
| Participation rate | 14.3% | 68.5%-54.3pp | 76.6%-62.3pp | 69.3%-55.0pp |
| Annual return | 6.91% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $618 | $2,400-74.2% | $3,574-82.7% | $2,281-72.9% |
| Participant deferral / active EE | $1,281 | $2,709-52.7% | $3,712-65.5% | $3,203-60.0% |
| Admin fee / account holder | $6,394 | $3,581+78.6% | $5,332+19.9% | $4,296+48.8% |