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 | $47,785 | $76,552-37.6% | $123,892-61.4% | $62,891-24.0% |
| Participation rate | 37.2% | 73.0%-35.8pp | 81.4%-44.2pp | 69.3%-32.1pp |
| Annual return | 8.25% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,189 | $2,883-58.7% | $4,617-74.2% | $2,281-47.9% |
| Participant deferral / active EE | $4,556 | $4,840-5.9% | $5,984-23.9% | $3,203+42.3% |
| Admin fee / account holder | $2,458 | $4,826-49.1% | $8,357-70.6% | $4,296-42.8% |