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 | $45,313 | $55,706-18.7% | $75,886-40.3% | $72,985-37.9% |
| Participation rate | 30.1% | 61.1%-31.0pp | 69.3%-39.1pp | 69.5%-39.3pp |
| Annual return | 22.13% | 27.59%-5.5pp | 30.76%-8.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $611 | $1,687-63.8% | $2,500-75.5% | $2,440-74.9% |
| Participant deferral / active EE | $2,418 | $2,634-8.2% | $3,603-32.9% | $3,607-33.0% |
| Admin fee / account holder | $701 | $3,978-82.4% | $5,418-87.1% | $5,124-86.3% |