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 | $50,841 | $99,341-48.8% | $84,750-40.0% | $273,961-81.4% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 4.12% | 22.93%-18.8pp | 22.78%-18.7pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,020 | $4,214-75.8% | $3,574-71.4% | $4,869-79.0% |
| Participant deferral / active EE | $3,388 | $4,269-20.7% | $3,712-8.7% | $5,287-35.9% |
| Admin fee / account holder | $476 | $6,644-92.8% | $5,332-91.1% | $10,132-95.3% |