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 | $63,641 | $99,341-35.9% | $84,750-24.9% | $273,961-76.8% |
| Participation rate | 60.9% | 80.7%-19.8pp | 76.6%-15.7pp | 83.0%-22.1pp |
| Annual return | 5.99% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,220 | $4,214-71.0% | $3,574-65.9% | $4,869-74.9% |
| Participant deferral / active EE | $2,655 | $4,269-37.8% | $3,712-28.5% | $5,287-49.8% |
| Admin fee / account holder | $7,904 | $6,644+19.0% | $5,332+48.2% | $10,132-22.0% |