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 | $50,681 | $99,341-49.0% | $84,750-40.2% | $273,961-81.5% |
| Participation rate | 63.2% | 80.7%-17.5pp | 76.6%-13.4pp | 83.0%-19.9pp |
| Annual return | 11.33% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,528 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $1,997 | $4,269-53.2% | $3,712-46.2% | $5,287-62.2% |
| Admin fee / account holder | $533 | $6,644-92.0% | $5,332-90.0% | $10,132-94.7% |