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 | $46,604 | $48,076-3.1% | $78,689-40.8% | $62,891-25.9% |
| Participation rate | 51.7% | 65.2%-13.5pp | 73.6%-21.8pp | 69.3%-17.6pp |
| Annual return | 6.80% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,388 | $2,015+18.5% | $2,851-16.2% | $2,281+4.7% |
| Participant deferral / active EE | $4,019 | $2,588+55.3% | $3,517+14.3% | $3,203+25.5% |
| Admin fee / account holder | $6,074 | $3,207+89.4% | $4,510+34.7% | $4,296+41.4% |