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 | $37,744 | $59,101-36.1% | $77,163-51.1% | $75,163-49.8% |
| Participation rate | 56.2% | 63.9%-7.7pp | 69.6%-13.4pp | 67.2%-11.0pp |
| Annual return | 18.85% | 26.71%-7.9pp | 37.87%-19.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,009 | $1,995+0.7% | $2,535-20.8% | $2,670-24.8% |
| Participant deferral / active EE | $4,680 | $2,999+56.0% | $3,833+22.1% | $4,125+13.4% |
| Admin fee / account holder | $5,583 | $4,774+16.9% | $5,472+2.0% | $5,651-1.2% |