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 | $40,651 | $60,349-32.6% | $74,183-45.2% | $62,891-35.4% |
| Participation rate | 63.9% | 72.7%-8.8pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | 11.82% | 21.37%-9.6pp | 17.74%-5.9pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,686 | $1,680+0.3% | $2,370-28.9% | $2,281-26.1% |
| Participant deferral / active EE | $3,171 | $2,856+11.0% | $3,550-10.7% | $3,203-1.0% |
| Admin fee / account holder | $1,009 | $4,261-76.3% | $5,586-81.9% | $4,296-76.5% |