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 | $50,527 | $81,460-38.0% | $103,333-51.1% | $80,856-37.5% |
| Participation rate | 35.4% | 66.8%-31.5pp | 74.5%-39.1pp | 67.6%-32.3pp |
| Annual return | 13.10% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,148 | $3,105-63.0% | $3,868-70.3% | $2,755-58.3% |
| Participant deferral / active EE | $2,401 | $3,869-37.9% | $5,057-52.5% | $4,296-44.1% |
| Admin fee / account holder | $601 | $6,566-90.8% | $8,355-92.8% | $6,918-91.3% |