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 | $47,384 | $81,460-41.8% | $103,333-54.1% | $80,856-41.4% |
| Participation rate | 50.8% | 66.8%-16.0pp | 74.5%-23.7pp | 67.6%-16.8pp |
| Annual return | 13.89% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,094 | $3,105-0.4% | $3,868-20.0% | $2,755+12.3% |
| Participant deferral / active EE | $5,428 | $3,869+40.3% | $5,057+7.3% | $4,296+26.4% |
| Admin fee / account holder | $632 | $6,566-90.4% | $8,355-92.4% | $6,918-90.9% |