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 | $41,434 | $48,076-13.8% | $78,689-47.3% | $62,891-34.1% |
| Participation rate | 60.7% | 65.2%-4.5pp | 73.6%-12.8pp | 69.3%-8.6pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,584 | $2,015-21.4% | $2,851-44.4% | $2,281-30.6% |
| Participant deferral / active EE | $2,954 | $2,588+14.2% | $3,517-16.0% | $3,203-7.8% |
| Admin fee / account holder | $1,126 | $3,207-64.9% | $4,510-75.0% | $4,296-73.8% |