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 | $44,536 | $76,552-41.8% | $123,892-64.1% | $62,891-29.2% |
| Participation rate | 51.1% | 73.0%-21.9pp | 81.4%-30.3pp | 69.3%-18.2pp |
| Annual return | 11.34% | 18.68%-7.3pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,609 | $2,883-44.2% | $4,617-65.1% | $2,281-29.4% |
| Participant deferral / active EE | $2,989 | $4,840-38.2% | $5,984-50.0% | $3,203-6.7% |
| Admin fee / account holder | $1,207 | $4,826-75.0% | $8,357-85.6% | $4,296-71.9% |