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 | $45,332 | $76,050-40.4% | $96,544-53.0% | $71,457-36.6% |
| Participation rate | 47.9% | 74.4%-26.5pp | 76.0%-28.0pp | 67.9%-20.0pp |
| Annual return | 15.75% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $843 | $2,244-62.5% | $2,965-71.6% | $2,588-67.4% |
| Participant deferral / active EE | $2,494 | $4,215-40.8% | $4,851-48.6% | $4,289-41.8% |
| Admin fee / account holder | $4,837 | $2,707+78.7% | $8,252-41.4% | $1,587+204.7% |