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 | $35,763 | $153,311-76.7% | $109,313-67.3% | $273,961-86.9% |
| Participation rate | 55.6% | 80.1%-24.5pp | 71.3%-15.7pp | 83.0%-27.5pp |
| Annual return | 1.47% | 29.86%-28.4pp | 22.07%-20.6pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,788 | $5,619-68.2% | $3,892-54.1% | $4,869-63.3% |
| Participant deferral / active EE | $1,923 | $3,932-51.1% | $3,166-39.3% | $5,287-63.6% |
| Admin fee / account holder | $3,489 | $8,076-56.8% | $5,666-38.4% | $10,132-65.6% |