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 | $44,449 | $93,071-52.2% | $74,583-40.4% | $273,961-83.8% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 26.13% | 26.18%0pp | 20.47%+5.7pp | 41.45%-15.3pp |
| Employer contribution / active EE | $1,899 | $3,160-39.9% | $2,525-24.8% | $4,869-61.0% |
| Participant deferral / active EE | $7,226 | $4,160+73.7% | $3,458+109.0% | $5,287+36.7% |
| Admin fee / account holder | $5,890 | $5,272+11.7% | $4,138+42.4% | $10,132-41.9% |