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 | $59,895 | $93,071-35.6% | $74,583-19.7% | $273,961-78.1% |
| Participation rate | 37.5% | 74.9%-37.4pp | 68.1%-30.6pp | 83.0%-45.5pp |
| Annual return | 8.89% | 26.18%-17.3pp | 20.47%-11.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,032 | $3,160-67.3% | $2,525-59.1% | $4,869-78.8% |
| Participant deferral / active EE | $2,653 | $4,160-36.2% | $3,458-23.3% | $5,287-49.8% |
| Admin fee / account holder | $2,099 | $5,272-60.2% | $4,138-49.3% | $10,132-79.3% |