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 | $49,126 | $65,365-24.8% | $92,893-47.1% | $72,985-32.7% |
| Participation rate | 67.2% | 68.3%-1.1pp | 76.0%-8.8pp | 69.5%-2.2pp |
| Annual return | 18.59% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,964 | $2,594-24.3% | $3,653-46.2% | $2,440-19.5% |
| Participant deferral / active EE | $3,584 | $3,128+14.5% | $4,236-15.4% | $3,607-0.7% |
| Admin fee / account holder | $2,180 | $4,251-48.7% | $5,794-62.4% | $5,124-57.5% |