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 | $44,732 | $135,952-67.1% | $123,892-63.9% | $273,961-83.7% |
| Participation rate | 68.2% | 84.1%-15.9pp | 81.4%-13.2pp | 83.0%-14.8pp |
| Annual return | 16.78% | 56.63%-39.8pp | 47.52%-30.7pp | 41.45%-24.7pp |
| Employer contribution / active EE | $2,122 | $5,170-59.0% | $4,617-54.0% | $4,869-56.4% |
| Participant deferral / active EE | $6,413 | $6,343+1.1% | $5,984+7.2% | $5,287+21.3% |
| Admin fee / account holder | $1,283 | $9,817-86.9% | $8,357-84.7% | $10,132-87.3% |