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 | $43,341 | $93,071-53.4% | $74,583-41.9% | $273,961-84.2% |
| Participation rate | 54.5% | 74.9%-20.4pp | 68.1%-13.6pp | 83.0%-28.5pp |
| Annual return | 4.32% | 26.18%-21.9pp | 20.47%-16.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $846 | $3,160-73.2% | $2,525-66.5% | $4,869-82.6% |
| Participant deferral / active EE | $1,810 | $4,160-56.5% | $3,458-47.7% | $5,287-65.8% |
| Admin fee / account holder | $804 | $5,272-84.7% | $4,138-80.6% | $10,132-92.1% |