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 | $48,264 | $48,2770% | $67,511-28.5% | $80,874-40.3% |
| Participation rate | 59.4% | 66.4%-7.0pp | 72.9%-13.5pp | 67.6%-8.3pp |
| Annual return | 16.40% | 18.27%-1.9pp | 3517.41%-3501.0pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,166 | $2,021+7.1% | $2,733-20.7% | $2,756-21.4% |
| Participant deferral / active EE | $3,997 | $2,926+36.6% | $4,000-0.1% | $4,297-7.0% |
| Admin fee / account holder | $2,542 | $3,687-31.1% | $3,999-36.4% | $6,935-63.3% |