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 | $50,261 | $95,803-47.5% | $113,168-55.6% | $84,808-40.7% |
| Participation rate | 54.0% | 72.9%-18.9pp | 76.6%-22.6pp | 68.3%-14.3pp |
| Annual return | 13.33% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $841 | $2,360-64.4% | $2,975-71.7% | $2,631-68.0% |
| Participant deferral / active EE | $2,270 | $4,242-46.5% | $5,107-55.6% | $4,212-46.1% |
| Admin fee / account holder | $4,991 | $8,989-44.5% | $12,068-58.6% | $7,344-32.0% |