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 | $52,853 | $73,787-28.4% | $98,716-46.5% | $82,448-35.9% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.3%-15.7pp | 68.1%-14.5pp |
| Annual return | 17.24% | 18.57%-1.3pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $628 | $1,511-58.5% | $2,279-72.5% | $2,551-75.4% |
| Participant deferral / active EE | $3,160 | $3,081+2.5% | $4,048-21.9% | $4,139-23.7% |
| Admin fee / account holder | $1,848 | $6,500-71.6% | $8,703-78.8% | $7,234-74.5% |