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 | $47,131 | $48,076-2.0% | $78,689-40.1% | $62,891-25.1% |
| Participation rate | 46.3% | 65.2%-18.9pp | 73.6%-27.3pp | 69.3%-23.0pp |
| Annual return | 10.98% | 31.35%-20.4pp | 62.18%-51.2pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,249 | $2,015-38.0% | $2,851-56.2% | $2,281-45.2% |
| Participant deferral / active EE | $3,365 | $2,588+30.0% | $3,517-4.3% | $3,203+5.1% |
| Admin fee / account holder | $2,854 | $3,207-11.0% | $4,510-36.7% | $4,296-33.6% |