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 | $51,588 | $76,552-32.6% | $123,892-58.4% | $62,891-18.0% |
| Participation rate | 65.9% | 73.0%-7.1pp | 81.4%-15.6pp | 69.3%-3.5pp |
| Annual return | 6.10% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,074 | $2,883-62.8% | $4,617-76.7% | $2,281-52.9% |
| Participant deferral / active EE | $3,222 | $4,840-33.4% | $5,984-46.2% | $3,203+0.6% |
| Admin fee / account holder | $1,579 | $4,826-67.3% | $8,357-81.1% | $4,296-63.2% |