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 | $47,838 | $80,968-40.9% | $96,544-50.4% | $75,163-36.4% |
| Participation rate | 61.5% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 16.91% | 27.06%-10.2pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,895 | $2,282-16.9% | $2,965-36.1% | $2,670-29.0% |
| Participant deferral / active EE | $3,171 | $3,928-19.3% | $4,851-34.6% | $4,125-23.1% |
| Admin fee / account holder | $3,553 | $6,724-47.2% | $8,252-57.0% | $5,651-37.1% |