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 | $49,208 | $181,894-72.9% | $156,549-68.6% | $273,961-82.0% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 7.49% | 30.74%-23.3pp | 32.23%-24.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,568 | $6,248-74.9% | $5,501-71.5% | $4,869-67.8% |
| Participant deferral / active EE | $3,451 | $5,550-37.8% | $4,871-29.2% | $5,287-34.7% |
| Admin fee / account holder | $12,353 | $15,559-20.6% | $13,027-5.2% | $10,132+21.9% |