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 | $38,812 | $81,460-52.4% | $103,333-62.4% | $80,856-52.0% |
| Participation rate | 61.4% | 66.8%-5.5pp | 74.5%-13.1pp | 67.6%-6.3pp |
| Annual return | 15.08% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,112 | $3,105+32.4% | $3,868+6.3% | $2,755+49.3% |
| Participant deferral / active EE | $3,686 | $3,869-4.7% | $5,057-27.1% | $4,296-14.2% |
| Admin fee / account holder | $784 | $6,566-88.1% | $8,355-90.6% | $6,918-88.7% |