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 | $41,195 | $54,762-24.8% | $90,281-54.4% | $72,985-43.6% |
| Participation rate | 62.0% | 65.1%-3.2pp | 73.3%-11.3pp | 69.5%-7.5pp |
| Annual return | 30.30% | 30.63%-0.3pp | 78.10%-47.8pp | 81.00%-50.7pp |
| Employer contribution / active EE | $1,854 | $2,092-11.4% | $2,854-35.0% | $2,440-24.0% |
| Participant deferral / active EE | $3,744 | $2,887+29.7% | $3,885-3.6% | $3,607+3.8% |
| Admin fee / account holder | $1,554 | $3,972-60.9% | $5,351-71.0% | $5,124-69.7% |