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 | $41,530 | $76,552-45.7% | $123,892-66.5% | $62,891-34.0% |
| Participation rate | 64.8% | 73.0%-8.2pp | 81.4%-16.6pp | 69.3%-4.5pp |
| Annual return | 13.38% | 18.68%-5.3pp | 47.52%-34.1pp | 20.14%-6.8pp |
| Employer contribution / active EE | $2,710 | $2,883-6.0% | $4,617-41.3% | $2,281+18.8% |
| Participant deferral / active EE | $6,621 | $4,840+36.8% | $5,984+10.6% | $3,203+106.7% |
| Admin fee / account holder | $4,445 | $4,826-7.9% | $8,357-46.8% | $4,296+3.5% |