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 | $45,768 | $215,361-78.7% | $171,082-73.2% | $273,961-83.3% |
| Participation rate | 68.8% | 82.0%-13.3pp | 76.7%-7.9pp | 83.0%-14.3pp |
| Annual return | 5.08% | 25.14%-20.1pp | 32.56%-27.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,256 | $4,967-74.7% | $4,002-68.6% | $4,869-74.2% |
| Participant deferral / active EE | $2,598 | $5,543-53.1% | $4,797-45.9% | $5,287-50.9% |
| Admin fee / account holder | $1,345 | $10,846-87.6% | $8,520-84.2% | $10,132-86.7% |