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 | $55,083 | $57,065-3.5% | $75,670-27.2% | $70,131-21.5% |
| Participation rate | 25.5% | 68.1%-42.6pp | 72.3%-46.9pp | 69.5%-44.1pp |
| Annual return | 18.20% | 23.57%-5.4pp | 27.34%-9.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $977 | $1,817-46.2% | $2,352-58.5% | $2,342-58.3% |
| Participant deferral / active EE | $2,038 | $2,580-21.0% | $3,142-35.2% | $3,332-38.8% |
| Admin fee / account holder | $5,971 | $3,825+56.1% | $5,800+2.9% | $4,645+28.5% |