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 | $37,979 | $93,071-59.2% | $74,583-49.1% | $273,961-86.1% |
| Participation rate | 58.3% | 74.9%-16.6pp | 68.1%-9.8pp | 83.0%-24.7pp |
| Annual return | 7.20% | 26.18%-19.0pp | 20.47%-13.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,056 | $3,160-66.6% | $2,525-58.2% | $4,869-78.3% |
| Participant deferral / active EE | $2,889 | $4,160-30.5% | $3,458-16.4% | $5,287-45.4% |
| Admin fee / account holder | $522 | $5,272-90.1% | $4,138-87.4% | $10,132-94.9% |