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 | $43,534 | $76,552-43.1% | $123,892-64.9% | $62,891-30.8% |
| Participation rate | 44.4% | 73.0%-28.5pp | 81.4%-37.0pp | 69.3%-24.9pp |
| Annual return | 12.63% | 18.68%-6.0pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,073 | $2,883-62.8% | $4,617-76.8% | $2,281-53.0% |
| Participant deferral / active EE | $2,972 | $4,840-38.6% | $5,984-50.3% | $3,203-7.2% |
| Admin fee / account holder | $335 | $4,826-93.1% | $8,357-96.0% | $4,296-92.2% |