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 | $60,733 | $81,460-25.4% | $103,333-41.2% | $80,856-24.9% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.6%-19.5pp |
| Annual return | 24.52% | 25.55%-1.0pp | 24.88%-0.4pp | 35.59%-11.1pp |
| Employer contribution / active EE | $1,415 | $3,105-54.4% | $3,868-63.4% | $2,755-48.7% |
| Participant deferral / active EE | $2,439 | $3,869-36.9% | $5,057-51.8% | $4,296-43.2% |
| Admin fee / account holder | $1,175 | $6,566-82.1% | $8,355-85.9% | $6,918-83.0% |