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 | $39,105 | $99,341-60.6% | $84,750-53.9% | $273,961-85.7% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 8.20% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,201 | $4,214-71.5% | $3,574-66.4% | $4,869-75.3% |
| Participant deferral / active EE | $3,450 | $4,269-19.2% | $3,712-7.1% | $5,287-34.7% |
| Admin fee / account holder | $1,575 | $6,644-76.3% | $5,332-70.5% | $10,132-84.5% |