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 | $41,593 | $93,571-55.5% | $135,903-69.4% | $75,163-44.7% |
| Participation rate | 47.5% | 75.2%-27.7pp | 81.9%-34.4pp | 67.2%-19.7pp |
| Annual return | 22.25% | 30.90%-8.6pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,593 | $3,537-55.0% | $4,856-67.2% | $2,670-40.3% |
| Participant deferral / active EE | $2,815 | $6,404-56.0% | $7,758-63.7% | $4,125-31.8% |
| Admin fee / account holder | $969 | $6,975-86.1% | $10,762-91.0% | $5,651-82.8% |