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 | $38,324 | $99,341-61.4% | $84,750-54.8% | $273,961-86.0% |
| Participation rate | 54.2% | 80.7%-26.5pp | 76.6%-22.4pp | 83.0%-28.8pp |
| Annual return | 6.87% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $985 | $4,214-76.6% | $3,574-72.4% | $4,869-79.8% |
| Participant deferral / active EE | $1,920 | $4,269-55.0% | $3,712-48.3% | $5,287-63.7% |
| Admin fee / account holder | $2,411 | $6,644-63.7% | $5,332-54.8% | $10,132-76.2% |