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 | $41,384 | $60,349-31.4% | $74,183-44.2% | $62,891-34.2% |
| Participation rate | 53.4% | 72.7%-19.3pp | 76.6%-23.2pp | 69.3%-15.9pp |
| Annual return | 8.67% | 21.37%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,065 | $1,680-36.6% | $2,370-55.1% | $2,281-53.3% |
| Participant deferral / active EE | $1,560 | $2,856-45.4% | $3,550-56.0% | $3,203-51.3% |
| Admin fee / account holder | $1,963 | $4,261-53.9% | $5,586-64.9% | $4,296-54.3% |