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 | $36,551 | $65,685-44.4% | $57,179-36.1% | $273,961-86.7% |
| Participation rate | 47.8% | 78.3%-30.5pp | 75.3%-27.5pp | 83.0%-35.2pp |
| Annual return | 5.61% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $663 | $3,279-79.8% | $2,682-75.3% | $4,869-86.4% |
| Participant deferral / active EE | $1,281 | $3,782-66.1% | $3,096-58.6% | $5,287-75.8% |
| Admin fee / account holder | $2,456 | $4,835-49.2% | $3,139-21.8% | $10,132-75.8% |