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 | $37,807 | $45,035-16.0% | $62,995-40.0% | $70,131-46.1% |
| Participation rate | 53.5% | 69.5%-16.0pp | 74.8%-21.3pp | 69.5%-16.0pp |
| Annual return | 15.47% | 18.76%-3.3pp | 87.57%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,410 | $2,051-31.3% | $2,759-48.9% | $2,342-39.8% |
| Participant deferral / active EE | $2,745 | $2,465+11.4% | $3,329-17.5% | $3,332-17.6% |
| Admin fee / account holder | $2,508 | $2,834-11.5% | $3,600-30.3% | $4,645-46.0% |