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 | $33,630 | $58,577-42.6% | $83,333-59.6% | $64,186-47.6% |
| Participation rate | 54.8% | 72.0%-17.2pp | 77.8%-22.9pp | 69.6%-14.7pp |
| Annual return | 12.11% | 9.65%+2.5pp | 10.63%+1.5pp | 7.63%+4.5pp |
| Employer contribution / active EE | $2,449 | $2,098+16.7% | $3,379-27.5% | $2,381+2.9% |
| Participant deferral / active EE | $4,622 | $4,654-0.7% | $5,565-16.9% | $3,470+33.2% |
| Admin fee / account holder | $682 | $9,275-92.7% | $7,510-90.9% | $4,888-86.1% |