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 | $30,240 | $65,685-54.0% | $57,179-47.1% | $273,961-89.0% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 6.21% | 21.99%-15.8pp | 14.59%-8.4pp | 41.45%-35.2pp |
| Employer contribution / active EE | $762 | $3,279-76.8% | $2,682-71.6% | $4,869-84.4% |
| Participant deferral / active EE | $4,416 | $3,782+16.8% | $3,096+42.6% | $5,287-16.5% |
| Admin fee / account holder | $3,630 | $4,835-24.9% | $3,139+15.6% | $10,132-64.2% |