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 | $35,667 | $54,380-34.4% | $68,509-47.9% | $59,632-40.2% |
| Participation rate | 58.5% | 70.2%-11.7pp | 74.7%-16.2pp | 68.7%-10.1pp |
| Annual return | 2.73% | 2.83%-0.1pp | 8.27%-5.5pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,442 | $1,539-6.3% | $2,278-36.7% | $2,203-34.5% |
| Participant deferral / active EE | $3,681 | $2,643+39.3% | $3,382+8.8% | $3,192+15.3% |
| Admin fee / account holder | $1,325 | $3,885-65.9% | $5,275-74.9% | $4,297-69.2% |