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 | $38,879 | $59,839-35.0% | $81,983-52.6% | $79,858-51.3% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.2%+0.4pp | 69.6%+0.1pp |
| Annual return | 15.07% | 17.56%-2.5pp | 41.31%-26.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $768 | $1,713-55.2% | $2,498-69.3% | $2,471-68.9% |
| Participant deferral / active EE | $3,127 | $2,695+16.0% | $3,722-16.0% | $3,740-16.4% |
| Admin fee / account holder | $3,747 | $4,287-12.6% | $5,664-33.8% | $5,306-29.4% |