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 | $40,037 | $56,897-29.6% | $84,750-52.8% | $62,891-36.3% |
| Participation rate | 44.9% | 68.5%-23.7pp | 76.6%-31.7pp | 69.3%-24.4pp |
| Annual return | 6.78% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $510 | $2,400-78.8% | $3,574-85.7% | $2,281-77.7% |
| Participant deferral / active EE | $2,481 | $2,709-8.4% | $3,712-33.2% | $3,203-22.5% |
| Admin fee / account holder | $1,637 | $3,581-54.3% | $5,332-69.3% | $4,296-61.9% |