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 | $45,406 | $81,460-44.3% | $103,333-56.1% | $80,856-43.8% |
| Participation rate | 66.1% | 66.8%-0.8pp | 74.5%-8.4pp | 67.6%-1.6pp |
| Annual return | 13.90% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,014 | $3,105-35.1% | $3,868-47.9% | $2,755-26.9% |
| Participant deferral / active EE | $2,615 | $3,869-32.4% | $5,057-48.3% | $4,296-39.1% |
| Admin fee / account holder | $4,477 | $6,566-31.8% | $8,355-46.4% | $6,918-35.3% |