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 | $45,404 | $66,098-31.3% | $101,794-55.4% | $74,304-38.9% |
| Participation rate | 67.3% | 53.8%+13.6pp | 69.2%-1.9pp | 60.3%+7.0pp |
| Annual return | 20.93% | 19.59%+1.3pp | 30.53%-9.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,426 | $1,082+31.9% | $2,289-37.7% | $2,241-36.4% |
| Participant deferral / active EE | $2,899 | $2,781+4.2% | $4,084-29.0% | $3,767-23.0% |
| Admin fee / account holder | $2,916 | $4,146-29.7% | $8,777-66.8% | $2,969-1.8% |