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 | $48,514 | $73,933-34.4% | $96,683-49.8% | $75,163-35.5% |
| Participation rate | 52.4% | 66.4%-14.0pp | 74.3%-22.0pp | 67.2%-14.8pp |
| Annual return | 16.62% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,460 | $2,928-50.1% | $3,737-60.9% | $2,670-45.3% |
| Participant deferral / active EE | $1,870 | $3,659-48.9% | $4,878-61.7% | $4,125-54.7% |
| Admin fee / account holder | $2,388 | $5,216-54.2% | $6,730-64.5% | $5,651-57.7% |