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 | $44,173 | $93,071-52.5% | $74,583-40.8% | $273,961-83.9% |
| Participation rate | 61.1% | 74.9%-13.8pp | 68.1%-7.0pp | 83.0%-21.9pp |
| Annual return | 7.54% | 26.18%-18.6pp | 20.47%-12.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,933 | $3,160-38.8% | $2,525-23.4% | $4,869-60.3% |
| Participant deferral / active EE | $4,234 | $4,160+1.8% | $3,458+22.4% | $5,287-19.9% |
| Admin fee / account holder | $7,148 | $5,272+35.6% | $4,138+72.7% | $10,132-29.5% |