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 | $18,696 | $55,706-66.4% | $75,886-75.4% | $72,985-74.4% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.3%-1.3pp | 69.5%-1.5pp |
| Annual return | 24.21% | 27.59%-3.4pp | 30.76%-6.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,232 | $1,687+32.3% | $2,500-10.7% | $2,440-8.5% |
| Participant deferral / active EE | $3,696 | $2,634+40.3% | $3,603+2.6% | $3,607+2.5% |
| Admin fee / account holder | $2,394 | $3,978-39.8% | $5,418-55.8% | $5,124-53.3% |