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 | $50,093 | $72,177-30.6% | $115,037-56.5% | $59,632-16.0% |
| Participation rate | 54.5% | 72.6%-18.0pp | 81.4%-26.8pp | 68.7%-14.1pp |
| Annual return | 5.34% | 12.02%-6.7pp | 26.14%-20.8pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $1,444 | $2,841-49.2% | $4,608-68.7% | $2,203-34.4% |
| Participant deferral / active EE | $4,552 | $4,783-4.8% | $6,026-24.5% | $3,192+42.6% |
| Admin fee / account holder | $7,445 | $4,927+51.1% | $8,175-8.9% | $4,297+73.3% |