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 | $55,246 | $181,894-69.6% | $156,549-64.7% | $273,961-79.8% |
| Participation rate | 69.6% | 88.4%-18.8pp | 84.0%-14.4pp | 83.0%-13.5pp |
| Annual return | 10.29% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,452 | $6,248-76.8% | $5,501-73.6% | $4,869-70.2% |
| Participant deferral / active EE | $2,657 | $5,550-52.1% | $4,871-45.5% | $5,287-49.7% |
| Admin fee / account holder | $3,830 | $15,559-75.4% | $13,027-70.6% | $10,132-62.2% |