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 | $51,827 | $76,552-32.3% | $123,892-58.2% | $62,891-17.6% |
| Participation rate | 52.9% | 73.0%-20.0pp | 81.4%-28.5pp | 69.3%-16.4pp |
| Annual return | 7.39% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,244 | $2,883-56.9% | $4,617-73.1% | $2,281-45.5% |
| Participant deferral / active EE | $2,900 | $4,840-40.1% | $5,984-51.5% | $3,203-9.5% |
| Admin fee / account holder | $475 | $4,826-90.2% | $8,357-94.3% | $4,296-88.9% |