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 | $39,725 | $67,606-41.2% | $82,313-51.7% | $70,131-43.4% |
| Participation rate | 54.1% | 72.8%-18.7pp | 76.9%-22.8pp | 69.5%-15.4pp |
| Annual return | 15.45% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,828 | $1,755+4.2% | $2,428-24.7% | $2,342-22.0% |
| Participant deferral / active EE | $3,007 | $2,987+0.7% | $3,706-18.9% | $3,332-9.8% |
| Admin fee / account holder | $6,693 | $4,512+48.3% | $5,608+19.3% | $4,645+44.1% |