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 | $32,146 | $96,557-66.7% | $80,975-60.3% | $273,961-88.3% |
| Participation rate | 69.2% | 79.1%-9.9pp | 75.8%-6.6pp | 83.0%-13.8pp |
| Annual return | 10.83% | 15.14%-4.3pp | 17.10%-6.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,589 | $4,868-67.4% | $3,714-57.2% | $4,869-67.4% |
| Participant deferral / active EE | $7,577 | $6,598+14.8% | $5,696+33.0% | $5,287+43.3% |
| Admin fee / account holder | $1,084 | $7,492-85.5% | $5,516-80.3% | $10,132-89.3% |