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 | $45,094 | $52,681-14.4% | $75,781-40.5% | $59,632-24.4% |
| Participation rate | 63.2% | 67.2%-4.1pp | 75.8%-12.7pp | 68.7%-5.5pp |
| Annual return | 3.01% | 2.95%+0.1pp | 9.68%-6.7pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $1,610 | $2,193-26.6% | $3,323-51.6% | $2,203-26.9% |
| Participant deferral / active EE | $3,097 | $2,591+19.5% | $3,651-15.2% | $3,192-3.0% |
| Admin fee / account holder | $925 | $3,610-74.4% | $5,299-82.6% | $4,297-78.5% |