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 | $44,172 | $93,571-52.8% | $135,903-67.5% | $75,163-41.2% |
| Participation rate | 53.7% | 75.2%-21.5pp | 81.9%-28.2pp | 67.2%-13.5pp |
| Annual return | 18.96% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,832 | $3,537+8.4% | $4,856-21.1% | $2,670+43.5% |
| Participant deferral / active EE | $9,568 | $6,404+49.4% | $7,758+23.3% | $4,125+131.9% |
| Admin fee / account holder | $3,300 | $6,975-52.7% | $10,762-69.3% | $5,651-41.6% |