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 | $59,082 | $81,460-27.5% | $103,333-42.8% | $80,856-26.9% |
| Participation rate | 47.0% | 66.8%-19.9pp | 74.5%-27.5pp | 67.6%-20.7pp |
| Annual return | 12.08% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $919 | $3,105-70.4% | $3,868-76.2% | $2,755-66.6% |
| Participant deferral / active EE | $2,302 | $3,869-40.5% | $5,057-54.5% | $4,296-46.4% |
| Admin fee / account holder | $1,061 | $6,566-83.8% | $8,355-87.3% | $6,918-84.7% |