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 | $42,306 | $135,952-68.9% | $123,892-65.9% | $273,961-84.6% |
| Participation rate | 59.1% | 84.1%-25.0pp | 81.4%-22.3pp | 83.0%-23.9pp |
| Annual return | 8.55% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,565 | $5,170-69.7% | $4,617-66.1% | $4,869-67.9% |
| Participant deferral / active EE | $4,339 | $6,343-31.6% | $5,984-27.5% | $5,287-17.9% |
| Admin fee / account holder | $3,970 | $9,817-59.6% | $8,357-52.5% | $10,132-60.8% |