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 | $47,786 | $105,630-54.8% | $87,507-45.4% | $273,961-82.6% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 11.84% | 12.25%-0.4pp | 12.21%-0.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $846 | $3,141-73.1% | $2,550-66.8% | $4,869-82.6% |
| Participant deferral / active EE | $3,234 | $3,601-10.2% | $3,149+2.7% | $5,287-38.8% |
| Admin fee / account holder | $664 | $4,781-86.1% | $4,221-84.3% | $10,132-93.4% |